Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Allie Brown, financial advisor Savannah GA
88 score

Allie Brown

CRD Number: 6330566
Current Firm: The Fiduciary Group

Allie Brown (CRD# 6330566) is an Investment Advisor Representative working at The Fiduciary Group in Savannah, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
The Fiduciary Group Savannah, GA Apr 2015 - Current 1
Fiduciary Services Corp Dba The Fiduciary Group Savannah, GA Jan 2014 - Mar 2015 1
Springstone Inc. Louisville, KY Nov 2011 - Jan 2014 2
Iasis Healthcare Mesa, AZ Aug 2010 - Oct 2011 1
Iasis Healthcare Tampa, FL Aug 2009 - Aug 2010 1
Purdue University West Lafayette, IN Aug 2005 - Aug 2009 4
Blue & Co, LLC Louisville, KY May 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Allie D. Brown
Phone Number: (912)303-9000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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