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Allen Porter
Address: 2151 Highland Avenue, Suite 100, Birmingham, AL 35205
Contact Email: allen.porter@esoutheastern.com
Background:
Allen began his career in the insurance and financial services industry in 1984 after graduating from Jacksonville State University. After a successful start in personal practice he turned his attention to field management positions focusing on recruiting, training and business development. His passion to help others achieve more has been the foundation of his career that includes serving as Chief Marketing Officer for two securities broker-dealers. As Director of Sales and Marketing, Allen utilizes his experience in working with SFG advisors and personal clients to provide comprehensive financial services and achieving their financial and life goals.
Allen and his family (Tracy, Matthew and Molly) reside in Hoover, AL and are very active in the community, school system and attend Dawson Memorial Church in Homewood, AL.
Achievements:
Marketing Council Co-Chair- Financial Services Institute (FSI)Life Underwriters Training Council Fellow (LUTCF)Moderator Industry Courses LUTC I & IIPast President West Jefferson Life Underwriters AssociationVarsity Football (Scholarship)- Jacksonville State University
Licenses:
Financial Services Licenses: Series 7, 63, 24Insurance Licenses: Life, Health, Property and Causalty.
Education:
Jacksonville State University, Bachelor of Science, 1984
Allen Porter * Southeastern Financial Group, LLC * 2151 Highland Avenue, Suite 100, Birmingham, AL 35205 * Tel: 205-313-6753 * Fax: 205-930-9430 * Toll Free: 888-232-7151 * Allen.Porter@eSoutheastern.com * www.esoutheastern.com
Allen Porter, Registered Representative of Park Avenue Securities LLC (PAS). Securities products and services are offered through PAS, 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly-owned subsidiary of Guardian. Southeastern Financial Group, LLC is not an affiliate or subsidiary of PAS or Guardian. Guardian does not offer individual health insurance products or services.
PAS is a member FINRA, SIPC
#2011-12019
5040 Roswell Road, Atlanta, Georgia 30342
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Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning Corporation and Peachtree Planning of Tennessee, LLC are not affiliates or subsidiaries of PAS or Guardian.
PAS is a member of FINRA, SIPC.
The Financial Representatives of Peachtree Planning Corporation and Peachtree Planning of Tennesee, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Nina Weaver at 404-260-1677. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and / or tax advisor for advice concerning your particular circumstances. Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsburgh, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.
THE LIVING BALANCE SHEET® and logo are registered trademarks of The Guardian Life Insurance Company of America, New York, NY. Patent is pending. The trademark The Living Balance Sheet and the content and graphics on this website which relate or refer to The Living Balance Sheet system are used under license from Guardian.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
* GAMA International, August 2007
** The Atlanta Business Chronicle 2007 Book of List: Atlanta's Top Life Insurance Agencies and Atlanta's Top 25 Financial Planning and Advisory Firms