Michael AllanCRD Number: 3051
Current Firm: Thoroughbred Financial Services, LLC
Michael Allan (CRD# 3051) is an Investment Advisor Representative working at Thoroughbred Financial Services, LLC in Jackson, TN and has over 37 years of experience in the finance industry.
Raymond James & Associates, Inc.
|Thoroughbred Financial Services, LLC||Brentwood, TN||Apr 2000 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1984|
Total Assets Under Management2,927MILLIONS
Total Number of Accounts5,944ACCOUNTS
Average Account Value$492,401
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MD, MS, NC, OH, OK, PA, SC, TN, TX, VA, WA
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