Allen, Mooney & Barnes Brokerage Services, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Thomasville, Georgia
CRD number
142619
Registered since
March 29, 2007

Firm profile

FINTRX

Overview

Allen, Mooney & Barnes Brokerage Services, LLC is organized as a limited liability company and is classified in the FINTRX snapshot as an investment bank. The firm is SEC-registered (initial registration noted in 2007) and listed as owned by a domestic entity/individual. Public filings and the FINTRX snapshot include limited detail on the firm's client segments, fee models, specific business lines, or advisory activities. The snapshot flags that the firm is not a capital allocator and is not classified as a multi-state adviser. It is also listed as not being an active ESG investor, not a pension consultant, not a related adviser, and not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Heather Strickland

    Heather Strickland

    Chief Financial OfficerCRD 6583810

  • Matthew Roach

    Matthew Roach

    Chief Investment Strategist, Vice PresidentCRD 5884689

  • Gordon Maner

    Gordon Maner

    Chief Executive OfficerCRD 4916231

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Contacts

3 of 20
  • Robby Pitts

    Robby Pitts

    Financial AdvisorCRD 2914843

  • Mikel Parker

    Mikel Parker

    Head of Investment BankingCRD 4017632

  • Heather Vitek

    Heather Vitek

    Compliance SpecialistCRD 4626424

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Thomasville, GA

Thomas

Location

Thomasville, GA

Headquartered in Thomasville, GA, in the South of the United States.

Region
South
County
Thomas
Address
135 S Madison St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth