Carol Allen (CRD# 6882753) is an Investment Advisor Representative working at Swmg, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stovall, Grandey & Allen | Fort Worth, TX | Jan 1997 - Current | 27 |
- TX
-
Total Assets Under Management249MILLIONS
-
Total Number of Accounts1,174ACCOUNTS
-
Average Account Value$212,109
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
TX
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