Gary Keith Allen

Employer firm

Prudent Investor Advisors, LLC CRD 121922

$1.30B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1997 → Present
  Knbr 680
  San Fransisco, CA
• 11/2004 → Present
  Prudent Investor Advisors, Llc
  Chico, CA

Other Businesses

KNBR 680;55 HAWTHORNE ST. STE 1100 SAN FRAN CA;RADIO STATION; BUSINESS EDITOR;DAILY MARKET & BUS UPDATES;3 HRS PER WK;YES. WEEKLY TALK SHOW RADIO STATION KNBR 680; BOARD OF DIRECTORS-NON PROFIT-CROATION SCHOLARSHIP FUND.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-15
• S63 Uniform Securities Agent State Law Examination
  1998-05-09