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Renee B. Tribe

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CRD#: 4532554
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Renee Buchanan Tribe, who also goes by Renee Buchanan, was a registered financial professional .

Renee is a previously registered financial professional and started their career in finance in 2002. Renee had worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Renee Buchanan

Other business activities


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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 20, 2013 - September 29, 2015

ALLEGIS INVESTMENT ADVISORS, LLC

RIA
CRD#: 157314
LINDON, UT
Past

November 30, 2009 - December 31, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SALT LAKE CITY, UT
Past

November 13, 2008 - December 31, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SALT LAKE CITY, UT
Past

January 11, 2008 - October 3, 2008

INSPHERE SECURITIES, INC.

RIA
CRD#: 136433
OREM, UT
Past

July 20, 2007 - October 3, 2008

INSPHERE SECURITIES, INC.

BD
CRD#: 136433
OREM, UT
Past

July 18, 2002 - August 9, 2007

EQUITY SERVICES, INC.

BD
CRD#: 265
OREM, UT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/10/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


AI
ALLEGIS INVESTMENT ADVISORS, LLC
ADAMS WEALTH ADVISORS | BOWENGROUP ADVISORS LLC | BOWENGROUP ADVISORS | BOWENGROUP | BOWEN GROUP ADVISORS LLC | ALLEGIS WEALTH ADVISORS | ALLEGIS INVESTMENT ADVISORS, LLC

CRD#: 157314 / SEC#: 801-78696

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Contact information


Main Address
591 Park Ave. Suite 101, Idaho Falls, ID 83402
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ALLEGIS INVESTMENT ADVISORS DISCLOSURE BROCHURE (4/18/2018)

Red Flags


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.

Company Information


ALLEGIS INVESTMENT ADVISORS, LLC

CRD#: 157314

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