AH
AH

Allen Parnell Hargis

21 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,216 clients
Average Client Portfolio
$220K average
Assets Under Management
$267.4M

Fee Structure

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Location

100 Plaza Carmona Dr, Hot Springs Village, AR, 71909

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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 the president of Hargis & Stevens PA, where he spends full-time hours on tax preparation, accounting, and DBA for securities since 1986. He is also a member of Optivise Advisory Services, LLC, an SEC registered investment advisor.

Employment History
Current Registrations
Optivise Advisory Services LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Optivise Advisory Services LLC
November 2019 - December 2020 · 1 yr 1 mo
Panthrex Asset Management LLC
November 2015 - December 2019 · 4 yrs 1 mo
Fusion Capital Management
August 2015 - March 2016 · 7 mos
Brokers Financial
September 2013 - August 2015 · 1 yr 11 mos
High Street Asset Management, LLC
January 2011 - August 2013 · 2 yrs 7 mos
Ameriprise Financial Services, INC.
May 2003 - February 2010 · 6 yrs 9 mos
State Registrations1 state
AR
Advisor
Exams
No exam information available for this advisor.
Allen Parnell Hargis - Financial Advisor | TrueAdvisor