John H. Allen, III CFP<sup>&reg;</sup> - Financial Advisor

John H. Allen, III CFP®

CIMA

Senior Vice President - Branch Manager

Corinth Holders High School

2716 Little Divine Rd
Selma, NC 27576
(410) 430-7704

General

John Allen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Corinth Holders High School in Selma, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Insurance Licenses

  • Life insurance: MD,DC,VA,DE,NC
  • Health/disability insurance: MD,DC,VA,DE,NC
  • Fixed annuities: MD,DC,VA,DE,NC
  • Variable annuities: MD,DC,VA,DE,NC

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

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FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Corporate Finance, Investment Management, Getting Divorced, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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