Allen, Mooney & Barnes Brokerage Services, LLC
Firm details
- Headquarters
- Thomasville, Georgia
- CRD number
- 142619
- Registered since
- March 29, 2007
- Website
- ambwealth.com
Firm profile
FINTRXOverview
Allen, Mooney & Barnes Brokerage Services, LLC is organized as a limited liability company and is classified in the source snapshot as an investment bank. The ownership is a mix of a domestic entity and an individual. Public profile details are sparse: the firm does not identify itself as a capital allocator, is not listed as an active ESG investor, and is not reported as a multi-state adviser or pension consultant. No information about its advisory or brokerage business lines, client segments, or fee structures was provided in the available data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Matthew Roach
Chief Investment Strategist, Vice PresidentCRD 5884689

Brent Nicks
Chief Compliance OfficerCRD 4067773

Heather Strickland
Chief Financial OfficerCRD 6583810
Contacts
3 of 25
Mark Davis
Head of Wealth ManagementCRD 4275024

Lillie Hall
WEALTH ASSOCIATECRD 4323339

Kathy Bartlett
Financial AdvisorCRD 4414403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Thomasville, GA
Thomas
Location
Thomasville, GA
Headquartered in Thomasville, GA, in the South of the United States.
- Region
- South
- County
- Thomas
- Address
- 135 S Madison St
- Time zone
- ET (UTC-5)
- Office locations
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