ZachAllen- Financial Advisor Dallas, TX

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About Zach Allen

Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG.

Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs.

Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ.

Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.

See Disclosures

General Information

Firm Start Year

1923

CRD#

5059261

Firm CRD#

105644

Name of Broker/Dealer

Cetera Advisor Networks LLC

Name of Custodial Firm

Southwest Securities

States Licensed in

TX, AZ, CO, NM

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Non-Financial Organization Memberships

American Heart Association

Firm Information

Assets Managed by Firm

$50,000,000.00

Assets Managed by Advisor

$50,000,000.00

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

100,000

Compensation Methods

Based on Assets, Commissions

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

$500

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1863974/paladinregistry-Disciplined-Advisors-Group-detailed-disclosure.html

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Paladin Research Report For:

Zach Allen

Disciplined Advisors Group