Michael
Allen
Sb Advisory, LLC
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About this Advisor
Michael Allen is a financial advisor operating in La Jolla, California. Allen is on the advisory team at Sb Advisory, LLC. Over the course of their career, Allen has held roles at Massmutual, Mml Investors Services, Inc and Woodbury Financial Services, Inc. Allen has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Sb Advisory, LLC is an advisory business that has its headquarters in Atlanta, GA. The firm has offices in 27 locations and a total of 30 financial advisors. It controls $247 million in assets across its 826 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 826 customer accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Sb Advisory, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sb Advisory, LLC Brokerage Details
$246,790,040
30
826
$298,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Allen Work History
Michael has been registered as a financial advisor for 0 years.*
Woodbury Financial Services, Inc
Massmutual
Mml Investors Services,Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sb Advisory, LLC
Atlanta, GA
Miami, FL
Atlanta, GA
Boca Raton, FL
Atlanta, GA
Johns Creek, GA
Atlanta, GA
Plymouth, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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