Allen, Mooney & Barnes Brokerage Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
29
Avg account
$0

Firm details

Headquarters
Thomasville, Georgia
CRD number
142619
Registered since
March 29, 2007

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Matthew Roach

    Matthew Roach

    Chief Investment Strategist, Vice PresidentCRD 5884689

  • Brent Nicks

    Brent Nicks

    Chief Compliance OfficerCRD 4067773

  • Heather Strickland

    Heather Strickland

    Chief Financial OfficerCRD 6583810

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Contacts

3 of 25
  • Mark Davis

    Mark Davis

    Head of Wealth ManagementCRD 4275024

  • Lillie Hall

    Lillie Hall

    WEALTH ASSOCIATECRD 4323339

  • Kathy Bartlett

    Kathy Bartlett

    Financial AdvisorCRD 4414403

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth