Mark Charles Allen

Current Employers

Employment History

• 01/2004 → 12/2017
  Allen & Allen, Llp
  Cameron Park, CA
• 05/2016 → 11/2017
  Signator Investors, Inc.
  Folsom, CA
• 11/2017 → 12/2023
  Triad Advisors, Inc.
  Norcross, GA
• 09/2013 → Present
  Wealth Management Associates
  Folsom, CA
• 06/2016 → Present
  Continuum Advisory, Llc
  Eagle, ID
• 05/2018 → Present
  Allen Tax Planning
  Folsom, CA

Previous Registrations

• 2016-05-13 → 2017-11-17
  Signator Investors, Inc.
  Pleasanton, CA
  Folsom, CA
• 2009-09-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Cameron Park, CA
  Huntington Beach, CA
  Pleasanton, CA
  Folsom, CA
• 2007-05-22 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Redmond, WA
  Cameron Park, CA

Other Businesses

1)Wealth Management Associates;investment related;2600 E. Bidwell St,Ste 210,Folsom,CA 95630;advisory business;president,advisor;9/1/2013;80 hrs/month;4 hrs during trading;financial planning 2)Allen Tax Planning;not investment related;2600 E. Bidwell St,Ste 210,Folsom,CA 95630;tax planning,tax compliance,retirement income distribution planning;tax professional;5/1/2018;80 hrs/month;4 hrs during trading;tax professional,tax planning,tax return preparation 3)Axios Wealth Management,Inc;investment related;2600 E. Bidwell St,Ste 210,Folsom,CA 95630;S-corporation;president,owner;9/1/2013;160 hrs/month;6.5 hrs during trading;financial advisor,tax professional,CFP,enrolled agent,all professional duties related to financial planning and tax planning. S-corp entity used for business functions-payroll for employees,rents,office asset acquisitions 4)Mark Allen Insurance Services;investment related;2600 E. Bidwell St,Ste 210,Folsom,CA 95630;insurance agent;9/1/2023;5 hrs/month;sales of life, disability, long-term care and annuities insurance products

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-02-12

Designations