Allen Ayers is a CFP-designated registered investment advisor at Choreo Partner Alliance, LLC, based in Annapolis, MD, with 16 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
839 Bestgate Road, Suite 400, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Allen is a partner in the accounting firms Lombardo Ayers & Company, LLC and Kram McCarthy Ayers & Frost, LLC, with ownership stakes of 42.86% and 45% respectively. He receives a salary and business profit distributions, but no commissions.
Employment History
Current Registrations
Choreo Partner Alliance, LLC
Foundation Wealth & Tax Advisors, LLC
Previous Registrations
Bestgate Wealth Advisors, LLC
Integrated Wealth Concepts LLC
Ariston Wealth Management, LP
Ariston Wealth Management, LP
Jesup & Lamont Securities CORP.
Medallion Advisory Services, LLC
Money Concepts Capital CORP
State Registrations1 state
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