Greg Allen Email & Phone Number
Registered Representative @ Clear Path Financial
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Greg Allen Location
- Greenville, SC, US
Greg Allen Work
- 2016 -now Registered Representative @
- 2016 -2023 Financial Planner @
- 2005 -2016 Financial Advisor and Financial Services Representative at MetLife Premier Client Group of the Carolinas @
- 2000 -2005 Financial Advisor, Registered Representative @
- 1996 -2000 Wastewater Lab Director and Environmental Compliance @ Town of Lyman, SC
- 1985 -1996 Water and Wastewater Lab Technician @
Greg Allen Education
- Limestone University
BS (Business Administration)
1999-2000 - The American College
RICP (Retirement Income Certified Professional, Retirement Income Planning)
- The American College
LUTCF (Life Underwriter Training Council Fellow)
Greg Allen Skills
- Retirement Income Strategies
- Retirement Planning
- Retirement
- Income Protection
- Business Succession Strategies
- Social Security Strategies
- Investment Advisory Services
- Financial Services
- Securities
- Investments
- Financial Analysis
- Strategic Financial Strategies
- Asset Management Strategies
- Insurance
- Estate Conservation Strategies
- Fixed Annuities
- Employee Benefits
- Long-term Care
- Life Insurance
- 401k
- Mutual Funds
- 401k Rollovers
- Roth IRA
- Group Insurance
- Traditional IRA
- Health Insurance
- Rollovers
- Fixed Income Portfolio Management
- Buy-sell Agreements
- Key Person Protection
- Key Person Insurance
- Executive Protection
- Whole Life
- Term Life Insurance
- Universal Life
- Variable Life
- Annuity Sales
- Variable Annuities
- Disability Insurance
- Series 7
- Series 65
- Series 63
- Asset Management
- Financial Planning
- Long Term Care
- Buy Sell Agreements
Greg Allen Summary
- Greg Allen, based in Greenville, SC, US, is currently a Registered Representative at Clear Path Financial. Greg Allen brings experience from previous roles at MassMutual, MetLife, Prudential Financial and Town of Lyman, SC. Greg Allen holds a 1999 - 2000 BS in Business Administration @ Limestone University. With a robust skill set that includes Retirement Income Strategies, Retirement Planning, Retirement, Income Protection, Business Succession Strategies and more. Greg Allen has 5 emails and 3 mobile phone numbers on RocketReach.
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Greg Allen
Registered Representative
Greenville, SC, US
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