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Phone: 281-220-2700
Fax: 713-622-1440
 
 
 
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Joe R. Allen
Position:
Field Representative
Designation(s):
Address:
3040 Post Oak Blvd., Suite 400
Houston, Texas 77056
Phone:
281.220.2725
Alt Phone:
713.204.6462
Fax:
713.622.1440
Email:
joe_allen@wealthdesigngroup.net

Professional Experience
Joe joined Wealth Design Group in 2006. Joe is a Field Representative of the Guardian Life Insurance Company of America, he is licensed to sell life and health insurance in Texas. Joe is also a Registered Representative for Park Avenue Securities, he is licensed to sell securities in Texas. Joe started his career in Financial Services in 1996 at New York Life Insurance Company in Houston, Texas.



Education
University of Texas, BBA University of Houston, Law School


Memberships & Afflilations



Personal

Joe is married to Judy, they have two daughters Christy and Ally. He and his wife are members of Grace Presbyterian Church. Joe is a native Houstonian and lifetime resident.


Other

Registered Representative of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 400 Houston, Texas 77056. Securities products and services are offered through PAS, a registered broker-dealer, 713-622-0192. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Design Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.
 

Licensed in (state):
Life insurance: Texas

Securities: Texas



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