David Allen
Owner & Consultant
- Role
- Owner & Consultant at Providence Financial Advisors, Llc
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
About David Allen
Full RIA - Registered Investment Advisor. Registered Investment Advisor (RIA):…
Experience
Owner & Consultant
Providence Financial Advisors, Llc
Feb 2024 — Present · Providence, RI, US
Established in 1995 - This office was here in Providence for 35+ years. I purchased the practice in 2017 and merged it into our business. In early 2024, I separated it and renamed it to Providence Financial Advisors as an RIA. Everything else is the same. Upgraded technology. Full RIA affiliation.
Education
Dedham Country Day
Dedham, MA
1978 — 1984
University of Vermont
B.S. Business Administration, Finance
1987 — 1991
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