George Allen
Investment adviser representative at Amicus Financial Advisors, LLC
12 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$550.9MFirm 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
12 years in the industry.
- Amicus Financial Advisors, LLCOct 2024 to now
- Evensky & Katz / Foldes Wealth ManagementAug 2024 to Oct 2024
- Sfmg Wealth AdvisorsMay 2024 to Aug 2024
- Buckingham Strategic WealthJun 2023 to Aug 2023
- Texas Tech UniversitySep 2021 to May 2024
- Redwood Wealth Development Group (LPL Financial)Jun 2021 to Aug 2021
- SchoolNov 2014 to May 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 6 states (CA, CO, NM, PA, TX, WI).
Amicus Financial Advisors, LLC
$550.9MAssets managed
748Clients
19Advisers
8 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
- 7407328
- Firm CRD
- 131315