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    David Allen

    CFP®


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

    About David

    I offer an analysis of your current financial situation and help you:

    • Identify financial goals and concerns
    • Illustrate what is being done to reach your goals and deal with concerns
    • Identify gaps if present, and offer solutions to fill them

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    David Allen CFP® is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 3700 W Sam Houston Parkway South, Suite 400, Houston, TX 77042-5118, Tel: (832) 251-5400

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Texas

    I am licensed to sell Securities Products in the following jurisdictions:
    Colorado, Louisiana, Texas

    David Allen CFP®, Houston, TX

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