Steven Allman (CRD# 7006724) is an Investment Advisor Representative working at Bcd Advisors in Ridgeland, MS and has over 5 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Capital Distributors | Ridgeland, MS | Mar 2022 - Current | 2 |
| Financial Works Usa | Ridgeland, MS | Mar 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- MS
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts364ACCOUNTS
-
Average Account Value$96,155
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, IL, MI, MO, MS, NC, OH, TX
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