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Todd A
ChFC®, Series 63, Series 65
Greensboro, GA
Provisor Asset Management LLC
Todd Allen is a financial advisor at Provisor Asset Management LLC in Greensboro, GA. He holds the ChFC® designation and has 25 years of industry experience. His prior roles include positions at Allstate and several investment management firms. Allen also maintains outside insurance activities as a licensed agent. Provisor Asset Management LLC provides non-discretionary investment recommendations and access to third-party model portfolios and funds through the AssetMark platform. The firm emphasizes aligning investment advice with clients’ goals and risk tolerance while maintaining a predominantly non-discretionary service model.
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