Greg Allen, Ricp®, Lutcf

Greg Allen, Ricp®, Lutcf Email and Phone Number

Registered Representative @ Clear Path Financial
Greenville, SC, US
Greg Allen, Ricp®, Lutcf's Location
Greenville, South Carolina, United States, United States
About Greg Allen, Ricp®, Lutcf

Seeking ways to help achieve financial success? I can assist with personal and business strategies targeted to help achieve your goals.With over 20 years of experience in securities and insurance, I make it my mission to help families and business owners build a solid foundation for their financial freedom. My personal goal is to become a lifetime resource for each client, providing guidance and sound financial planning strategies for current and future needs. A native of South Carolina, I am a Magna Cum Laude graduate of Limestone University with a BS degree in Business Administration. I am licensed for insurance and securities products in both SC and NC. I have earned additional accreditation as a Retirement Income Certified Professional (RICP®) and a Life Underwriter Training Council Fellow (LUTCF®).I am blessed with two fantastic sons, two daughters-in-law, a daughter, her husband and their three children. My wife and I are members of a wonderful church community where we enjoy serving as Sunday School teachers of the Young Adult class. I am also a proud member of Toastmasters International, a non-profit leadership and public speaking educational organization in which I serve as the Division G Director. I look forward to meeting you. Please reach out to me via phone, or email, and let's get started today building your financial future.2800451-042023

Greg Allen, Ricp®, Lutcf's Current Company Details
Clear Path Financial

Clear Path Financial

View
Registered Representative
Greenville, SC, US
Employees:
1
Greg Allen, Ricp®, Lutcf Work Experience Details
  • Clear Path Financial
    Registered Representative
    Clear Path Financial
    Greenville, Sc, Us
  • Clear Path Financial
    Financial Planner
    Clear Path Financial Jul 2016 - Present
    109F Regency Commons Drive, Greer, Sc 29650
    Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Represented companies are members of the Principal Financial Group®, Des Moines, IA 50392. Greg J. Allen, Principal National and Principal Life Senior Financial Representative, Principal Securities Registered Representative, and Financial Advisor. Clear Path Financial is not an affiliate of any company of the Principal Financial Group®.Greg Allen is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
  • Massmutual
    Financial Planner
    Massmutual Jul 2016 - Mar 2023
    Greer, South Carolina, United States
  • Metlife
    Financial Advisor/Financial Services Representative At Metlife Premier Client Group Of The Carolinas
    Metlife Aug 2005 - Jul 2016
    Greenville, South Carolina Area
  • Prudential Financial
    Financial Advisor, Registered Representative
    Prudential Financial May 2000 - Aug 2005
  • Town Of Lyman, Sc
    Wastewater Lab Director/Environmental Compliance
    Town Of Lyman, Sc Aug 1996 - May 2000
  • Springs Industries
    Water And Wastewater Lab Technician
    Springs Industries Sep 1985 - Aug 1996

Greg Allen, Ricp®, Lutcf 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

Greg Allen, Ricp®, Lutcf Education Details

Frequently Asked Questions about Greg Allen, Ricp®, Lutcf

What company does Greg Allen, Ricp®, Lutcf work for?

Greg Allen, Ricp®, Lutcf works for Clear Path Financial

What is Greg Allen, Ricp®, Lutcf's role at the current company?

Greg Allen, Ricp®, Lutcf's current role is Registered Representative.

What schools did Greg Allen, Ricp®, Lutcf attend?

Greg Allen, Ricp®, Lutcf attended Limestone University, The American College, The American College.

What skills is Greg Allen, Ricp®, Lutcf known for?

Greg Allen, Ricp®, Lutcf has skills like 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.

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