Duran F. Allen, CRPC ®

LPL Financial Advisor

Contact

Flagship Financial Group

Located at American Airlines Federal Credit Union

O’Hare Corporate Towers

10600 W. Higgins, Suite 104

Rosemont, IL 60018

(224) 257-8413 Direct

(877) TEAM FFG

Duran.Allen@AACreditUnion.org

Send me a message

I have been blessed to service clients in the financial services industry for more than 19 years. My goal is to always put my client’s needs at the forefront of the financial-planning process. During my 20 years of serving in the United States Armed Forces, I excelled at core values such as hard work, integrity and professionalism. These values aided me in guiding many clients toward their financial and retirement dreams.

Just like in flying, you have some great flights and some turbulent ones headed toward your destination of choice. Let me help you stay the course with these effective financial planning steps: (1) Identify your needs and objectives, (2) gather current information, (3) analyze the information, (4) develop a plan of action, (5) implement the plan and, finally, (6) review the progress toward your desired goals.

The end result will be a plan designed to help you build, protect, use and transfer assets in the most advantageous way. I look forward to serving you and your family

Specifically, we can make sure you have solid answers to these key questions:

  • •Is your retirement money invested properly?
  • •Will you have enough income in retirement?
  • •What should you do with an existing retirement plan from a previous employer?
  • •How will you pay for a child or grandchild’s education?
  • •Financially, what would happen to your family if you died?
  • •How will you pay for long-term care?

Contact Duran Allen for a no-cost, no-obligation consultation.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Accreditations & Services

Designations and Degrees
  • Investment Advisor Representative of LPL Financial, member FINRA/SIPC
  • Bachelor of Science degree in Applied Management from Grand Canyon University
  • Has earned the designation CHARTERED RETIREMENT PLANNING COUNSELOR®
I can help with:
  • 401(k) planning
  • Wealth management
  • Wealth preservation
  • General investment management
  • Education funding
  • Comprehensive financial guidance
  • Retirement planning
  • Retirement income planning
  • Tax-advantaged investment planning1
  • Insurance planning

Send Me A Message

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This information is forwarded to your rep via e-mail.
For your protection, do not include private or confidential information.

1 Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither LPL Financial nor any of its representatives may give legal or tax advice.

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CRC conferred by InFRE®

Certified Plan Fiduciary Advisor®, (CPFA®)

The CFP® certification marks are not affiliated with LPL Financial.

CHARTERED RETIREMENT PLANNING COUNSELOR® and CRPC® are registered service marks of the College for Financial Planning®.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. American Airlines Federal Credit Union and Flagship Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Flagship Financial Group, and may also be employees of American Airlines Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, American Airlines Federal Credit Union or Flagship Financial Group.  Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.