KERRI ALLISON ALLEN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with ROOT FINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROOT FINANCIAL PARTNERS, LLC | 2025-08-12 | present | Yes |
| TFC FINANCIAL MANAGEMENT INC | 2019-04-08 | 2025-08-04 | — |
| MML INVESTORS SERVICES, LLC | 2017-03-25 | 2019-03-25 | — |
| MSI FINANCIAL SERVICES, INC. | 2015-12-22 | 2017-03-25 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2009-07-15 | 2015-11-23 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2007-10-18 | 2009-03-25 | — |