LPL Financial
Brian Allen is an experienced finance professional currently serving as an Equity Trader at LPL Financial since April 2024. Previously, Brian held the position of Client Relationship Associate at Vanguard from March 2023 to March 2024 and worked as an Account Representative at Williams & Fudge, Inc. from June 2022 to November 2022. Additionally, Brian was a Licensed Loan Officer at Homebridge Financial Services, Inc. and began a mortgage career as a Loan Officer Assistant at Residential Mortgage Services, Inc. Brian also has extensive experience as an Account Representative and Mortgage Loan Coordinator at Williams & Fudge, managing loan accounts for over 1400 colleges and universities. Earlier roles include positions in credit card collections at Superior Asset Recovery and Capital Recovery Services. Brian holds a high school diploma from Falls Church High School and attended Northern Virginia Community College. Brian is NMLS licensed in North Carolina, South Carolina, and Virginia.
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