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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Hamilton Allman is an investment advisor representative with Robert W. Baird & Co. Inc. John has been in the financial industry since March 1991. John is registered to provide investment advisory services in Florida, North Carolina, and Texas. John has experience with a variety of investment products and services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NC
03/20/2017 - Present
Robert W. Baird & Co. Inc. (RALEIGH NC)
NC
06/01/2009 - 02/27/2012
MORGAN STANLEY SMITH BARNEY (RALEIGH NC)
NC
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RALEIGH NC)
NY
06/20/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
CO
10/08/1990 - 12/31/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 04/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1991
Series 3 - National Commodity Futures Examination
BC
Issued 10/04/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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