Allen Kimbrell, financial advisor Oxford MS

Allen Kimbrell

CRD Number: 2547090
Current Firm: Advisor Resource Council

Allen Kimbrell (CRD# 2547090) is an Investment Advisor Representative working at Advisor Resource Council in Oxford, MS and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Advisor Resource Council Oxford, MS Apr 2021 - Current 3
Lpl Financial, LLC Oxford, MS Apr 2021 - Current 3
Wells Fargo Clearing Services, LLC Oxford, MS Nov 2016 - Apr 2021 4
Wells Fargo Advisors LLC Oxford, MS May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1994
S66 NASAA Uniform Combined State Law Examination Sep 2004
Contact Info for Allen R. Kimbrell
Phone Number: (972) 421-1360
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    2,453
    MILLIONS
  • Total Number of Accounts
    12,244
    ACCOUNTS
  • Average Account Value
    $200,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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