Justin William Allen
Investment adviser representative at Verdence Capital Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Verdence Capital Advisors, LLCJul 2026 to now
- Massmutual Life Insurance CoJun 2019 to Jul 2026
- MML Investors Services, LLCJun 2019 to Jul 2026
- LPL Financial LLCSep 2018 to Nov 2018
- Embers RestaurantJun 2017 to May 2019
- Red LobsterSep 2016 to May 2017
- Salisbury UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
Verdence Capital Advisors, LLC
$4.6BAssets managed
1,876Clients
46Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7012385
- Firm CRD
- 288512