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Charles Allen, CPFA

Charles Allen, CPFA

LPL Financial Wealth Advisor

Vice President – Moore Financial Services

LPL Financial Wealth Advisor – LPL Financial

CPFA - Certified Plan Fiduciary Advisor



Virginia Tech

Bachelor of Science in Business


Licenses, Registrations and Affiliations:

Registered Representative with LPL Financial

Investment Advisor Representative of LPL Financial 

Licensed Life and Annuity Agent


Community services:

Junior achievement of Richmond

Food Pantry


Additional Achievements:


MassMutual Leaders Club Qualifier 2014-2018

MassMutual New Agent of the year: 2015-2016