Jimmy AllenCRD Number: 2987468
Current Firm: Infinex Investments, Inc.
Jimmy Allen (CRD# 2987468) is an Investment Advisor Representative working at Infinex Investments, Inc. in Springfield, MO and has over 20 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Eagle Point Asset Management, Inc.
|United Life Insurance||Springfield, MO||Nov 2013 - Current||4|
|Infinex Investments, Inc.||Springfield, MO||Sep 2013 - Current||4|
|Investment Centers Of America, Inc.||Stephenville, TX||Nov 1997 - Sep 2013||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2001|
Total Assets Under Management850MILLIONS
Total Number of Accounts4,472ACCOUNTS
Average Account Value$190,032
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV