Stacey Allan (CRD# 5633227) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Greenville, SC and has over 8 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nicholas Walker | Greenville, SC | Jul 2019 - Current | 4 |
| Jordan Burns | Greenville, SC | Aug 2018 - Current | 5 |
| Northwestern Mutual Investment Services LLC | Greenville, SC | Aug 2018 - Current | 5 |
| William Robinson | Greenville, SC | Aug 2018 - Jul 2019 | < 1 |
| Unemployed | Simpsonville, SC | Apr 2018 - Aug 2018 | < 1 |
| Sims And Karr | Greer, SC | Jan 2018 - Apr 2018 | < 1 |
| Mass Mutual | Charlotte, NC | Dec 2016 - Dec 2017 | 1 |
| Guardian | Greenville, SC | Aug 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- SC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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, VT, WA, WI, WV
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