About Us

Richard Allen

Divisional Vice President

Richard Allen has been a dedicated member of Equitable Advisors since 2003. His primary focus is building financial strategies for individuals and families working in the public school systems and local municipalities. Key areas of interest include retirement planning, college planning and estate planning strategies. Richard strives to build a long-term client relationship that fulfills all aspects of his client’s financial needs, while accessing a full range of products and services to help his clients build a sound financial foundation.

 

Richard's Accreditation and Professional Affiliations:


  • Financial Industry Regulatory Authority (FINRA) registrations series 7, 66
  • Life, Health, and Variable Annuity Insurance License: Florida
  • Retirement Benefits Specialist, Tax Sheltered Plans, and Retirement Benefits Group of Equitable Advisors
  • National Leaders Forum
  • Million Dollar Roundtable
  • Member National Sales Network
  • Equitable Advisors Centurion Achievement



 


Richard is an Orlando native from a household of parents with more than 60 years experience and commitment in the Orange County Public School Systems. He has two siblings. One brother is a retired U.S. Army Veteran and his younger sister is pharmacy school graduate.  He enjoys spending time with his family, playing golf, and visiting historical sites. Within his community, he is an active classroom volunteer and mentor in Orange and Seminole County Public Schools.


 


 


Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC.  Annuity and insurance products offered through Equitable Network, LLC. 


 


 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

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Check the background of this financial professional on FINRA's BrokerCheck