Linda Renae Allman, CFA, ChFC
Educational Background
- MBA in Finance from the Wharton School, University of Pennsylvania
- Bachelor's in Economics with Honors from California State University, Sacramento
Professional Credentials & Certifications
- Chartered Financial Analyst (CFA®) - Globally recognized credential for investment management professionals. Awarded by the CFA institute.
- Chartered Financial Consultant (ChFC®)
Licenses
- Series 63 - Uniform Securities Agent State Law Examination
- SIE - Securities Industry Essentials Examination
- Series 6 - Investment Company Products/Variable Contracts Representative Examination
- State Insurance License - Licensed to advice on life, health, and long-term care insurance.
Professional Experience
- Senior Portfolio manager at AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) - (1998 - Present)
- Tax Advisor at IDS LIFE INSURANCE COMPANY (CRD#:6321) - (1998 - 2006)
Additional Assurance
- Background Check: Linda has successfully passed a comprehensive background check including financial, criminal, and regulatory inquiries.
- Fiduciary Oath: Linda operates under a strict fiduciary standard, always putting her clients' best interests first.
- Continuous Education: Linda dedicates over 40 hours annually to continuing education to stay updated with the latest financial trends and regulations
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Choosing Mrs. Allman as my financial advisor was the best decision I have made in my financial journey. Her wisdom and strategic mindset are apparent in every interaction, always leaving me more enlightened and confident in my financial decisions. What sets her apart is her genuine care and commitment to my success, always going above and beyond to provide the best guidance and support. Mrs. Allman is not just a financial advisor; she is a pillar of support and a beacon of financial wisdom and expertise.
Kenneth M. Donaldson — Client for 7 years
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I have an incredible privilege of having Linda as my financial advisor, and I am continually amazed by her immense knowledge and expertise in the financial field. Her ability to clearly explain complex financial concepts and provide a strategic roadmap to navigate through financial markets is unparalleled. Her insightful guidance and proactive approach have been instrumental in optimizing my financial portfolio, always ensuring it aligns with my life goals and risk tolerance. Linda is not just an advisor; she is a compassionate mentor who genuinely care about my success and financial wellbeing.