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 FINTRX snapshot as an investment bank. The firm has been SEC-registered since 2007 and is owned by a domestic entity/individual. FINTRX flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the provided 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 4
Matthew 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
Similar firms
Synovus Securities, Inc.
Broker-DealerColumbus, GA
Truist Investment Services, Inc.
Broker-DealerAtlanta, GA
Smith, Brown & Groover Inc. D/B/A Sbg Wealth Management
Broker-DealerMacon, GA
Tradepro Securities, LLC
Broker-DealerLawrenceville, GA
Moody Capital Solutions, Inc
Broker-DealerAlpharetta, GA
Peachcap Securities, Inc.
Broker-DealerAtlanta, GA