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Allison Brown Nielsen

8 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate Planning
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
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Location

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

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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

Allison works as a registered client assistant at Eagle Creek Wealth Management, LLC, assisting financial advisors and clients. This takes nearly full-time hours.

Employment History
Current Registrations
Stonex Advisors INC.
October 2020 - Present · 5 yrs 4 mos
Stonex Securities INC.Broker
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2019 - October 2020 · 1 yr 3 mos
Wells Fargo Clearing Services, LLCBroker
August 2017 - October 2020 · 3 yrs 2 mos
State Registrations1 state
AL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.