Carmin Allen
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Alma, GA 31510
Credentials
Series 66
Industry experience
3 years
About
Carmin Allen is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Allen has prior experience at Pineland Bank, where he also serves as Corporate Secretary, and has held roles in banking, staffing, apparel, and academia. LPL Financial provides advisory and brokerage services to a diverse clientele, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
501 W. 12 Th Street
Alma, GA 31510
Most active in
Carmin A has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
LPL Financial, llc
2021 - Present (5 years)
Pineland Bank
2019 - Present (7 years)
Insight Global
2019 - 2019 (1 year)
J.R. Criders Clothing & Apparel
2016 - 2018 (2 years)
University of North Georgia
2014 - 2019 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Tyler D
CFP®
Alma, GA
Foresight Financial Planning
I’m a CFP® professional and fee-only financial planner dedicated to helping optometrists navigate the unique financial decisions they face, from student loans to practice transitions to long-term investing. I take an education-first approach so clients can feel confident in every step of their financial life. I also work with a small number of clients locally in southeast Georgia. I'm here to do more than manage your finances. I'm here to empower you and guide you through every financial decision with the wisdom of personal experience and the precision of professional expertise. My commitment is to not only anticipate the financial hurdles and opportunities unique to optometry but to navigate them alongside you, ensuring that each step you take is informed, confident, and aligned with your personal and professional goals.
Maranda L
Series 63, Series 65
Alma, GA
LPL Financial
Maranda Lee is a financial advisor with LPL Financial in Alma, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at LPL Financial since 2011 and currently serves with Pineland Investment Services, Inc. Lee is also the Retirement Benefits Director at Pineland Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
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