Robert AllamonCRD Number: 6162753
Current Firm: Ae Wealth Management, LLC
Robert Allamon (CRD# 6162753) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Greenville, SC and has over 10 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Principal Securities, Inc.
|Rr Financial Advisors||Greenville, SC||Jul 2020 - Current||2|
|Ae Wealth Management, LLC||Topeka, KS||Nov 2017 - Current||5|
|Lord And Richards, Inc.||Highlands Ranch, CO||Nov 2015 - Jul 2020||4|
|Brookstone Capital Management, LLC||Wheaton, IL||Feb 2013 - Nov 2017||4|
|Tucker Advisory Group||Littleton, CO||Nov 2010 - Nov 2015||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management19,640MILLIONS
Total Number of Accounts142,130ACCOUNTS
Average Account Value$138,184
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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