Michael Allan, financial advisor Jackson TN

Michael Allan

CRD 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.

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Company Name Location Dates Years
Thoroughbred Financial Services, LLC Brentwood, TN Apr 2000 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
Contact Info for Michael F. Allan
Phone Number: 615-371-0001
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    2,927
    MILLIONS
  • Total Number of Accounts
    5,944
    ACCOUNTS
  • Average Account Value
    $492,401
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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