Richard T Allen, CLU®, ChFC®

Wealth Management Advisor


After graduating from UNC-Chapel Hill in 1981 with a Bachelor of Science degree in Business Administration, Rick Allen worked in commercial banking for nearly 5 years. He moved into his current career in February, 1986.

Rick was primarily interested in the opportunity to develop his own client base in the life insurance and investment services areas.

Awards and Recognition

Name Received Date
Million Dollar Round Table Qualifying Member            1998-2004
National Quality Award 1990-2002, 2004, 2006


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