Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Kimbrell is an experienced financial advisor with over 25 years in the industry. Allen has served as a Registered Representative and Investment Advisor Representative for many years and has worked with a number of firms over the years, including Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.. Allen is currently affiliated with Advisor Resource Council. Allen has a wide range of experience in various financial areas including financial planning, portfolio management for individuals, and pension consulting. Allen holds multiple licenses and certifications.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MS
01/01/2025 - Present
Advisor Resource Council (Oxford MS)
MS
01/01/2008 - 04/12/2021
WELLS FARGO CLEARING SERVICES, LLC (OXFORD MS)
MS
05/30/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OXFORD MS)
NY
05/11/1998 - 06/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/17/1994 - 05/22/1998
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 09/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/29/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2004
Series 3 - National Commodity Futures Examination
BC
Issued 10/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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