George Allen
Investment Adviser Representative at Amicus Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
George Allen is an investment adviser representative with Amicus Financial Advisors, LLC in Lubbock, TX, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California, Colorado, New Mexico, Pennsylvania, Texas, and Wisconsin.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Colorado, New Mexico, Pennsylvania, Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Amicus Financial Advisors, LLCOct 2024 – no end date reportedLubbock, TX
- Evensky & Katz / Foldes Wealth ManagementAug 2024 – Oct 2024Lubbock, TX
- SFMG Wealth AdvisorsMay 2024 – Aug 2024Plano, TX
- Buckingham Strategic WealthJun 2023 – Aug 2023Southlake, TX
- Texas Tech UniversityMay 2022 – May 2024Lubbock, TX
- Texas Tech UniversitySep 2021 – May 2022Lubbock, TX
- Redwood Wealth Development Group (LPL Financial)Jun 2021 – Aug 2021Shreveport, LA
- SchoolNov 2014 – May 2021Shreveport, LA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Amicus Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 19
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Lubbock, TX
- SEC file number:
- 801-113147
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Amicus Financial Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. George Allen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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