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Allen G Wall

Stonex Advisors INC.
21 Years of Experience
1 DisclosureBroker
View SEC Summary
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Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate Planning
Stonex Advisors INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
250 advisors
Number of Clients
9,894 clients
Average Client Portfolio
$456K average
Assets Under Management
$4.5B

Fee Structure

Minimum Annual Fee:$200

Location

2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243

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History

Regulatory History (1)
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Customer Dispute
August 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Allen is involved in multiple rental property businesses, dedicating minimal time to each. He also serves on the finance committee for his church and is a managing partner at Eagle Creek Wealth Management, spending about a quarter of his time on this.

Employment History
Current Registrations
Stonex Advisors INC.
June 2016 - Present · 9 yrs 8 mos
Stonex Securities INC.Broker
April 2014 - Present · 11 yrs 10 mos
Previous Registrations
Sterne Agee Asset Management, INC.
April 2014 - June 2016 · 2 yrs 2 mos
Wells Fargo Advisors, LLC
January 2008 - April 2014 · 6 yrs 3 mos
Wells Fargo Advisors, LLCBroker
January 2008 - April 2014 · 6 yrs 3 mos
A. G. Edwards & Sons, INC.
October 2004 - January 2008 · 3 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
October 2004 - January 2008 · 3 yrs 3 mos
State Registrations23 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.