Paul Allard (CRD# 4868640) is an Investment Advisor Representative working at Avantax Advisory Services in Rogers, AR and has over 19 years of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Planning Partners, Inc. | Rogers, AR | Mar 2023 - Current | 1 |
| Avantax Investment Services, Inc. | Rogers, AR | Oct 2019 - Current | 4 |
| Avantax Advisory Services | Rogers, AR | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Rogers, AR | Mar 2006 - Current | 18 |
| Allard Financial Advisors, LLC | Rogers, AR | Oct 2004 - Current | 19 |
| 1st Global Advisors, Inc. | Rogers, AR | Mar 2005 - Oct 2019 | 14 |
| 1st Global Capital Corp | Rogers, AR | Dec 2004 - Oct 2019 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- AR
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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