Miron Herbert Allen JR
Professional Summary
Miron Herbert Allen JR, who also goes by M H Allen, Miron Herbert Jr Allen, is a registered financial advisor currently at AMB WEALTH, LLC located in Thomasville, Georgia and ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC located in Thomasville, Georgia. Miron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Miron has worked at 6 firms and has passed the Series 65, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Miron Herbert Allen JR, M H Allen, Miron Herbert Jr Allen
Similar Advisors
ACT ADVISORS
MARINER
ROCK CREEK WEALTH MANAGEMENT
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ACT ADVISORS
MARINER
ROCK CREEK WEALTH MANAGEMENT
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ACT ADVISORS
MARINER
ROCK CREEK WEALTH MANAGEMENT
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
ACT ADVISORS
MARINER
ROCK CREEK WEALTH MANAGEMENT
Years of Experience
40 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
ACT ADVISORS
MARINER
ROCK CREEK WEALTH MANAGEMENT
Current Firm
ALLEN & MOONEY INVESTMENT ADVISORS, LLC | HAWK STREET WEALTH | AMB WEALTH, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS LLC | ALLEN MOONEY BARNES INVESTMENT ADVISORS | ALLEN & MOONEY INVESTMENTS, LLC
Contact Information
Main Address
135 South Madison Street, Thomasville, GA 31792Mailing Address
P.o. Box 1116, Thomasville, GA 31799-1116Phone Number
(866) 277-1500# of Employees
23SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,157AUM (Assets Under Management)
$1,074,797,415Similar Advisors
ACT ADVISORS
MARINER
ROCK CREEK WEALTH MANAGEMENT
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
ACT ADVISORS
MARINER
ROCK CREEK WEALTH MANAGEMENT
Primary Firm SEC Registration
ALLEN & MOONEY INVESTMENT ADVISORS, LLC | HAWK STREET WEALTH | AMB WEALTH, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS LLC | ALLEN MOONEY BARNES INVESTMENT ADVISORS | ALLEN & MOONEY INVESTMENTS, LLC
State Registrations and Notice Filings
(5/7/2018)
(6/27/2018)
(4/18/2007)
(2/23/2018)
(10/21/2022)
(2/7/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
Similar Advisors
ACT ADVISORS
MARINER
ROCK CREEK WEALTH MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Miron Herbert Allen JR's CRS (Customer Relationship Summary).
Similar Advisors
ACT ADVISORS
MARINER
ROCK CREEK WEALTH MANAGEMENT