AO
AO

Allen Kerry Oakley

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
10,811 clients
Average Client Portfolio
$600K average
Assets Under Management
$6.5B

Fee Structure

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Location

801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067

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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 ActivitiesSells Insurance

Allen works as a financial advisor with Nail Wealth Team and SageSpring Wealth Partners, dedicating about half of his time to each. He also works with Vanbridge, offering clients insurance options, which takes a few hours per week.

Employment History
Current Registrations
Sagespring Wealth Partners
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2020 - August 2022 · 2 yrs
Raymond James Financial Services, INC.Broker
May 2019 - November 2024 · 5 yrs 6 mos
State Registrations2 states
LATN
Advisor
Exams
No exam information available for this advisor.