Allen JoyCRD Number: 1007279
Current Firm: Midwest Financial Group LLC
Allen Joy (CRD# 1007279) is an Investment Advisor Representative working at Midwest Financial Group LLC in Topeka, KS and has over 26 years of experience in the finance industry.
Legacy Financial Strategies, LLC
Waddell & Reed
|Midwest Financial Group, LLC||Topeka, KS||Jan 2016 - Current||1|
|Joy & Company||Topeka, KS||Dec 1990 - Current||26|
|National Planning Corporation||Topeka, KS||Jan 2011 - Feb 2016||5|
|Pfs Investments Inc.||Topeka, KS||Feb 1997 - Jan 2011||13|
|Primerica Financial Services||Topeka, KS||Dec 1996 - Jan 2011||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1990|
|S65||NASAA Investment Advisors Law Examination||May 2011|
Total Assets Under Management140MILLIONS
Total Number of Accounts1,245ACCOUNTS
Average Account Value$112,450
- 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
- Pension consulting services
CO, KS, LA, MO, NE, NH, OK, TX
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