Allix Dennis, financial advisor Milledgeville GA
81 score

Allix Dennis

CRD Number: 4536622
Current Firm: M Holdings Securities, Inc.

Allix Dennis (CRD# 4536622) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Milledgeville, GA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
M Holdings Securities, Inc. Portland, OR Oct 2013 - Current 4
Grant Financial Group Milledgeville, GA Oct 2006 - Current 11
New York Life Insurance Company Atlanta, GA May 2002 - Oct 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Feb 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Allix C. Dennis
Phone Number: 800-656-6960
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,519
    MILLIONS
  • Total Number of Accounts
    3,680
    ACCOUNTS
  • Average Account Value
    $412,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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