Mitchell
Christopher
Allen Wealth Management, LLC
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About this Advisor
Mitchell Christopher is a financial advisor based in Boone, North Carolina, working with Allen Wealth Management, LLC. Mitchell has previously held positions at Raymond James Financial Services Inc, The Greenery, Inc, Globe Life, Bartlett Tree Services, Indiana State Department Of Agriculture, Fourwinds Lakeside Inn & Marina, Jonas Productions, Indiana University Bloomington, McDonald's, Allen Wealth Management, LLC, and New Palestine High School. Mitchell has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Mitchell is part of Allen Wealth Management, LLC, which operates out of Boone, North Carolina. The firm has 7 employees and manages assets totaling $553.9 million. The firm serves charitable organizations and high-net-worth individuals, offering financial planning services and portfolio management for individuals and small businesses. The fee structure at Allen Wealth Management, LLC includes asset-based and hourly fees.
Certifications and Registrations
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Fee Structure
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Allen Wealth Management, LLC Brokerage Details
$553,948,253
7
2,589
$213,962
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mitchell Christopher Work History
Allen Wealth Management, LLC
Raymond James Financial Services Inc
Allen Wealth Management, LLC
The Greenery, Inc
Globe Life
Bartlett Tree Services
Indiana State Department Of Agriculture
Fourwinds Lakeside Inn & Marina
Jonas Productions
Indiana University Bloomington
Mcdonald'S
New Palestine High School
Disclosures
Please visit the SEC profile of Mitchell Christopher 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 Allen Wealth Management, LLC
Boone, NC
Boone, NC
Boone, NC
Boone, NC
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