Susan Beth Allen

Current Employers

Employment History

• 09/2009 → Present
  Lpl Financial Llc
  Newtown, PA
• 07/2015 → Present
  Great Valley Advisor Group, Inc.
  Newtown, PA

Previous Registrations

• 2008-03-07 → 2009-12-11
  Strategic Wealth Advisors Group
  Newtown, PA
• 2008-12-22 → 2009-09-08
  Associated Securities Corp.
  Boston, MA
  San Mateo, CA
  Newton, PA
• 2003-10-14 → 2008-12-31
  Fsc Securities Corporation
  Newtown, PA

Other Businesses

1. 4/22/2010: NON-VARIABLE INSURANCE - LIFE, HEALTH, LTC, DISABILITY, FIXED ANNUITY - NEWTOWN, PA. 2. 4/11/2011: NON-VARIABLE INSURANCE DBA - THE CAPITAL LEGACY, LLC - DBA ONLY - 100% OF TIME SPENT - NEWTOWN, PA 3. 07/30/2015 - GREAT VALLEY ADVISOR GROUP INC. - INV REL - 780 NEWTOWN-YARDLEY ROAD NEWTOWN PA 18940 - REGISTERED INVESTMENT ADVISOR HYBRID - 80 HOURS PER MONTH, 4 DURING TRADING - ADVISOR WILL SERVE AS AN INVESTMENT ADVISOR REPRESENTATIVE UNDER GREAT VALLEY ADVISOR GROUP, INC. RIA. 4. 10/23/2015 - Great Valley Advisor Group, Inc. - DBA: The Capital Legacy, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/15/2015 - 120 Hours Per Month/6 Hours During Securities Trading. 5. 1/27/2021 - Long Term Care Solutions - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 01/26/2021 - 3 Hours Per Month During Securities Trading. 6. 01/13/2022 - long term care division of the capital legacy llc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 06/09/2017 - 10 Hours Per Month/8 Hours During Securities Trading. 7. 10/22/2025- 310 Newtown Office Park, LLC- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 09/19/2014- 1 Hour Per Month- 1 Hour During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-09-14

Designations

Other Names

• Susan Beth Kleibert Allen