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Greg Allen, Ricp®, Lutcf Email & Phone Number
Registered Representative
at
Clear Path Financial
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Registered Representative
Location
Greenville, South Carolina, United States
Company size
Who is Greg Allen, Ricp®, Lutcf? Overview
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Quick answer
Greg Allen, Ricp®, Lutcf is listed as Registered Representative at Clear Path Financial, a company with 1 employees, based in Greenville, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Greg Allen, Ricp®, Lutcf.
Greg Allen, Ricp®, Lutcf previously worked as Financial Planner at Clear Path Financial and Financial Planner at Massmutual. Greg Allen, Ricp®, Lutcf holds Bs, Business Administration from Limestone University.
Company email context
Email format at Clear Path Financial
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Clear Path Financial
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Profile bio
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
Listed skills include Retirement Income Strategies, Retirement Planning, Retirement, Income Protection, and 40 others.
Current workplace
Greg Allen, Ricp®, Lutcf's current company
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Clear Path Financial
7 roles
Greg Allen, Ricp®, Lutcf work experience
A career timeline built from the work history available for this profile.
Financial Planner
CurrentInsurance 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®.
Jul 2016 - Present
Financial Planner
Jul 2016 - Mar 2023
Financial Advisor/Financial Services Representative At Metlife Premier Client Group Of The Carolinas
Aug 2005 - Jul 2016
Financial Advisor, Registered Representative
May 2000 - Aug 2005
Wastewater Lab Director/Environmental Compliance
Town Of Lyman, Sc
Aug 1996 - May 2000
Water And Wastewater Lab Technician
Sep 1985 - Aug 1996
3 education records
Greg Allen, Ricp®, Lutcf education
Bs, Business Administration
Ricp, Retirement Income Certified Professional, Retirement Income Planning
Lutcf, Life Underwriter Training Council Fellow
FAQ
Frequently asked questions about Greg Allen, Ricp®, Lutcf
Quick answers generated from the profile data available on this page.
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 Clear Path Financial?
Greg Allen, Ricp®, Lutcf is listed as Registered Representative at Clear Path Financial.
Where is Greg Allen, Ricp®, Lutcf based?
Greg Allen, Ricp®, Lutcf is based in Greenville, South Carolina, United States while working with Clear Path Financial.
What companies has Greg Allen, Ricp®, Lutcf worked for?
Greg Allen, Ricp®, Lutcf has worked for Clear Path Financial, Massmutual, Metlife, Prudential Financial, and Town Of Lyman, Sc.
How can I contact Greg Allen, Ricp®, Lutcf?
You can use AeroLeads to view verified contact signals for Greg Allen, Ricp®, Lutcf at Clear Path Financial, including work email, phone, and LinkedIn data when available.
What schools did Greg Allen, Ricp®, Lutcf attend?
Greg Allen, Ricp®, Lutcf holds Bs, Business Administration from Limestone University.
What skills is Greg Allen, Ricp®, Lutcf known for?
Greg Allen, Ricp®, Lutcf is listed with skills including Retirement Income Strategies, Retirement Planning, Retirement, Income Protection, Business Succession Strategies, Social Security Strategies, Investment Advisory Services, and Financial Services.
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