Nick
Allen

Covington Investment Advisors, Inc

CRD#7309581
Investment Advisor
in Ligonier, PA

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About this Advisor

Nick Allen is a financial advisor based in Ligonier, Pennsylvania, working with Covington Investment Advisors, Inc. Nick has previously held positions at Indiana University Of Pennsylvania and Covington Investment Advisors, Inc. Nick has passed the Series 65 regulatory exam and is registered to provide services in Florida, Pennsylvania, and Texas. Currently, Nick is part of Covington Investment Advisors, Inc, which operates out of Ligonier, Pennsylvania. The firm has 6 employees and manages assets totaling $700.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Covington Investment Advisors, Inc includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

301 East Main Street
Ligonier, PA 15658

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Covington Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$700,573,460

PA Average: $15,833,994,310
Total Number of Employees

6

PA Average: 41
Total Number of Accounts

542

PA Average: 3,342
Average Account Size

$1,292,571

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Nick Allen Work History

2019 - Present (6 years)

Covington Investment Advisors, Inc

2018 - 2018 (< 1 year)

Covington Investment Advisors, Inc

2015 - 2019 (4 years)

Indiana University Of Pennsylvania

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Disclosures

Please visit the SEC profile of Nick Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Covington Investment Advisors, Inc

Patrick Wallace
Ligonier, PA
Cindy Jones
Ligonier, PA
Nick Allen
Ligonier, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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