ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC
Firm details
- Headquarters
- THOMASVILLE, Georgia
- CRD number
- 142619
- Registered since
- March 29, 2007
- Website
- ambwealth.com
Firm profile
FINTRXOverview
Allen, Mooney & Barnes Brokerage Services, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank and brokerage services provider. The firm has been SEC-registered since 2007 and is identified as being owned by a domestic entity/individual. FINTRX notes that the firm is not a capital allocator, does not operate as a multi-state adviser, and is not active on ESG matters; it also is not listed as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Heather Strickland
Chief Financial OfficerCRD 6583810
MATTHEW ROACH
Chief Investment Strategist, Vice PresidentCRD 5884689
GORDON MANER
Chief Executive OfficerCRD 4916231
Contacts
3 of 20ROBBY PITTS
Financial AdvisorCRD 2914843
MIKEL PARKER
Head of Investment BankingCRD 4017632
Heather Vitek
Compliance SpecialistCRD 4626424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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