Allen S. Lavender

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/1989 → Present
  Michael B. Cooke Cpa, Pc
  Blacksburg, VA
• 12/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 12/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1)TRUSTED ADVISOR FOR EQUITABLE ADVISORS, LLC THROUGH 1804 FINANCIAL GROUP, LLC (APPROVED DBA) CPA FIRM IS IN THE PROCESS OF UPDATING THE FIRM NAME FROM MICHAEL B. COOKE CPA, PC TO COOKE, LAVENDER, MASSEY & COMPANY, PC; 2)CPA WITH COOKE, LAVENDER, MASSEY AND COMPANY PC, PRESIDENT, START DATE: 6/1/89, 200 HRS PER MO; 3) HTTPS://WWW.CPACOOKE.COM, CPA FIRM

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-05
• S66 Uniform Combined State Law Examination
  2000-06-30