William Guyton Allen

Current Employers

Employment History

• 05/2008 → 12/2021
  Mml Investors Services, Llc
  Marietta, GA
• 05/2008 → 01/2022
  Massmutual Financial Group
  Marietta, GA
• 01/2022 → Present
  Lpl Financial Llc
  Marietta, GA
• 12/2021 → Present
  Maryland Financial Group, Inc. Dba Allenfinancial Services, Llc
  Marietta, GA

Previous Registrations

• 2022-01-04 → 2025-06-16
  Maryland Financial Group, Inc.
  Marietta, GA
  Rockville, MD
• 2014-11-03 → 2022-01-05
  Mml Investors Services, Llc
  Marietta, GA
  Atlanta, GA
  Marietta, GA

Other Businesses

1) 1/2022- Allen Financial Services, LLC- DBA for LPL Business (entity for LPL business)- inv. related- Marietta, GA 2) 1/2022- Allen Financial Services, LLC- Non-Variable Insurance- Agent selling Life, Disability, and Long-Term- inv. related- Marietta, GA - start date 2005- 40hrs/mth 3) 1/2022- WGA Realty, LLC- Real Estate Rental- Owner/Manager- inv. related- 732 Kennesaw Ave, Ste 230; 2655 Dallas Hwy, Ste 610 ; 2655 Dallas Hwy, Ste 420 Marietta, GA- start date 3/3/2004- 0hrs 4) 1/2022- 17 Green Realty, LLC- Real Estate Rental- Owner/Manager- inv. related- 2655 Dallas Hwy, Suite 430, Marietta, GA - start date 7/24/2006- 0hrs 5) 04/01/2025 - Great Valley Advisor Group, Inc. - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) Start Date: 03/21/2025 - 175 Hrs/Mth - 140 Hrs During Trading. I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 4/2025. I expect to spend approximately 175 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-22
• S63 Uniform Securities Agent State Law Examination
  1998-03-13

Other Names

• Will Allen