Allen Oechsner (CRD# 2520302) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Bluffton, SC and has over 29 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 2361427
Cambridge Investment Research Advisors, Inc.
CRD# 5979110
Sound View Wealth Advisors Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B. Riley Wealth Management | Bluffton, SC | Jul 2022 - Current | 1 |
| National Asset Management, Inc. | Newport Beach, CA | Aug 2008 - Current | 15 |
| National Securities Corporation | Bluffton, SC | May 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- SC
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Total Assets Under Management7,645MILLIONS
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Total Number of Accounts20,038ACCOUNTS
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Average Account Value$381,538
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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