Allen
Bynum

Fmi

CRD#5500225
Investment Advisor
in Ardmore, OK

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About this Advisor

Allen Bynum is a financial advisor based in Ardmore, Oklahoma, working with Fmi. Allen has previously held positions at Financial West Group, Western International Securities, Inc, and Jbr Co. Financial Management Inc Dba Fmi. Allen has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Allen is part of Fmi, which operates out of Ardmore, Oklahoma. The firm has 6 employees and manages assets totaling $247.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Fmi includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

130 D Street Nw
Ardmore, OK 73401

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Fmi Brokerage Details

Total Assets Under Management

$247,105,766

OK Average: $681,523,814
Total Number of Employees

6

OK Average: 15
Total Number of Accounts

1,499

OK Average: 642
Average Account Size

$164,847

OK Average: $1,061,564

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Allen Bynum Work History

2024 - Present (0 year)

Jbr Co. Financial Management Inc Dba Fmi

2021 - 2023 (2 years)

Jbr Co. Financial Management Inc Dba Fmi

2020 - 2021 (1 year)

Jbr Co. Financial Management Inc Dba Fmi

2018 - 2020 (2 years)

Jbr Co. Financial Management Inc Dba Fmi

2017 - 2018 (1 year)

Western International Securities, Inc

2013 - 2017 (4 years)

Financial West Group

Disclosures

Please visit the SEC profile of Allen Bynum 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 Fmi

Bregan Heitz
Ardmore, OK
Allen Bynum
Ardmore, OK
Kayla Tweedy
Ardmore, OK
Michael Whitson
Ardmore, OK
David Horner
Ardmore, OK

The content in this profile was updated by SmartAsset on 6/19/2024. 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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