Mark Allen, financial advisor Savannah GA

Mark Allen

CRD Number: 2410852
Current Firm: Bull Street Advisors

Mark Allen (CRD# 2410852) is an Investment Advisor Representative working at Bull Street Advisors in Savannah, GA and has over 24 years of experience in the finance industry. Mark Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bull Street Advisors, LLC Rincon, GA May 2019 - Current 4
Minis & Company, Inc. Savannah, GA Mar 2001 - Apr 2019 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
Contact Info for Mark I. Allen
Phone Number: 912-441-5185
Registered State(s):
  • AL
  • GA
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    241
    MILLIONS
  • Total Number of Accounts
    177
    ACCOUNTS
  • Average Account Value
    $1,364,178
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States

AL, FL, GA, NY, PA, TX

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