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 15 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||13|
|1st Global Advisors, Inc.||Rogers, AR||Jan 2004 - Current||14|
|1st Global Capital Corp||Rogers, AR||Dec 2003 - Current||14|
|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|
Total Assets Under Management8,858MILLIONS
Total Number of Accounts25,039ACCOUNTS
Average Account Value$353,788
- 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, WY