Bart AllardCRD Number: 4588093
Current Firm: 1st Global Advisors Inc.
Bart Allard (CRD# 4588093) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Rogers, AR and has over 14 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Boston Mountain Money Management, Inc.
Cambridge Investment Research Advisors, Inc.
|1st Global Insurance Services||Rogers, AR||Feb 2005 - Current||12|
|1st Global Advisors, Inc.||Rogers, AR||Jan 2004 - Current||13|
|1st Global Capital Corp||Rogers, AR||Dec 2003 - Current||13|
|Allard & Company, P.a.||Rogers, AR||Sep 1999 - Current||18|
|Lundy Allard Wealth Management, LLC||Rogers, AR||Jul 2008 - Jan 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
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:
- Criminal Record
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV