David C. Allen, Sr.

Financial Professional,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Medicare Guidance. If you are approaching the Medicare eligibility age of 65, you can speak to a licensed representative of Medicare plans at Assurance, a Prudential Financial company. Call +1(833) 635-1019.
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David C. Allen, Sr.

Financial Professional

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About David C. Allen, Sr.

EDUCATION: Graduate, The American College, Chartered Financial Consultant; Fellow, Life Underwriters Training Council; Training Certified, Prudential Special Needs Solutions for All Ages Program

PERSONAL: U.S. Navy Veteran (1976-1980); Board Member, Austin Chapter NFL Alumni; Volunteer, Center for Child Protection, Austin, Texas; Volunteer, CASA of Travis County

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Leaders Council

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Member

    National Association of Insurance and Financial Professionals

    December 1982 - Present | USA

  • Member

    Million Dollar Round Table

    December 1994 - Present | USA

  • Member

    Society of Financial Services Professionals

    December 1999 - Present | USA

  • Owner

    Allen Financial Services

    June 1982 - Present | Austin, TX

The Prudential Difference

    • Variable Annuities: AL, AR, CA, FL, GA, IL, MI, MO, MS, NC, NY, OH, PA, TN, TX
    • Securities License: AL, AR, CA, CO, FL, GA, MI, MO, MS, NY, OH, PA, TX
    • Variable Life Insurance: AL, FL, GA, IL, MI, MO, MS, NC, NY, OH, PA, TN( AR License #557698)( CA License #0E88108)(TX License #1006197)
    • Fixed Annuities: AL, CO, FL, GA, IL, MI, MO, MS, NC, NY, OH, PA, TN( AR License #557698)( CA License #0E88108)(TX License #1006197)
    • Life Insurance: AL, CO, FL, GA, IL, MI, MO, MS, NC, NY, OH, PA, TN( AR License #557698)( CA License #0E88108)(TX License #1006197)

David Allen is associated with the Greater Texas Financial Grp Office, 1233 West Loop South, Suite 1100, Houston, TX, 77027-9111, Managing Director: Robert Bohli, Phone: 713-960-5081. David Allen offers insurance and securities products and services as a Registered Representative of Pruco Securities, LLC (Pruco). The Prudential Insurance Company of America, Newark, NJ and Pruco are Prudential Financial companies. 1-800-778-2255. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window

Check the background of this investment professional on FINRA’s BrokerCheck.