AC
AC

Allen Ross Coskrey

35 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
275 advisors
Number of Clients
15,632 clients
Average Client Portfolio
$628K average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:None
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Location

Fort Worth, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Allen is a sales representative for a payroll and 401k employee leasing company. He dedicates minimal time to this activity during market hours.

Employment History
Current Registrations
Prospera Financial Services, INC.
November 2021 - Present · 4 yrs 3 mos
Prospera Financial Services, INC.Broker
June 2004 - Present · 21 yrs 8 mos
Previous Registrations
Oxford Financial GroupBroker
January 2000 - June 2004 · 4 yrs 5 mos
Rushmore Securities CorporationBroker
April 1992 - January 2000 · 7 yrs 9 mos
First American National Securities, INC.Broker
March 1990 - April 1992 · 2 yrs 1 mo
State Registrations4 states
GAKYOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allen Ross Coskrey - Financial Advisor | TrueAdvisor