Diandra Dominique Allen
Investment adviser representative at Beacon Pointe Advisors, LLC
11 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 yearsFirm in business
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Beacon Pointe Advisors, LLCJan 2026 to now
- Beacon Pointe Insurance Services, LLCJan 2026 to now
- Extended TravelSep 2025 to Jan 2026
- Northwestern MutualNov 2024 to Sep 2025
- Extended TravelMay 2024 to Nov 2024
- Northwestern Mutual Investment Services LLCOct 2023 to May 2024
- Northwestern MutualJan 2023 to May 2024
- Northwestern Mutual Life Insurance CompanyJan 2023 to May 2024
- Atlantic Health SystemSep 2019 to Dec 2022
- UnemployedJun 2019 to Aug 2019
- Boys and Girls Club of the Capital AreaJan 2019 to May 2019
- University of AlbanyJan 2016 to Dec 2018
- StudentAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 7667427
- Firm CRD
- 119290