Allen K. Ayers

FOUNDATION WEALTH & TAX ADVISORS

Annapolis, MD 21401

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CRD#: 4597877

Professional summary

Allen Kellam Ayers, CFP® is a registered financial advisor currently at FOUNDATION WEALTH & TAX ADVISORS, LLC located in Annapolis, Maryland and CHOREO PARTNER ALLIANCE, LLC located in Annapolis, Maryland.

Allen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Allen has worked at 10 firms and has passed the Series 6 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. LOMBARDO, WAGNER, AYERS & COMPANY, LLC; INV. RELATED; EASTON, MD; CPA AFFILIATE PROGRAM; PARTNER; START DATE: 01/2014; ACCOUNTING AND TAX SERVICES Owner, Managing Partner of accounting firm Lombardo Ayers & Company, LLC 42.8571429% ownership Partner in accounting firm Kram McCarthy Ayers & Frost, LLC 45% ownership. No commissions. just salary and business profits distributions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allen Kellam Ayers's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 11, 2022 - Present

FOUNDATION WEALTH & TAX ADVISORS, LLC

Office #1: 839 Bestgate Road Suite 400, Annapolis, MD 21401

RIA

CRD#: 317596

Annapolis, MD

Current

October 24, 2024 - Present

CHOREO PARTNER ALLIANCE, LLC

Office #1: 839 Bestgate Road Suite 400, Annapolis, MD 21401

RIA

CRD#: 325238

Annapolis, MD

Past

June 17, 2019 - November 3, 2022

BESTGATE WEALTH ADVISORS, LLC

RIA

CRD#: 301639

Edgewater, MD

Past

July 26, 2017 - February 19, 2019

INTEGRATED WEALTH CONCEPTS LLC

RIA

CRD#: 284656

Easton, MD

Past

April 25, 2012 - February 5, 2013

ARISTON WEALTH MANAGEMENT, L.P.

RIA

CRD#: 158220

NEW YORK, NY

Past

January 3, 2012 - April 24, 2012

ARISTON WEALTH MANAGEMENT, L.P.

RIA

CRD#: 158220

ANNAPOLIS, MD

Past

November 4, 2011 - February 5, 2013

WINDSOR STREET CAPITAL, LP

CRD#: 34171

NEW YORK, NY

Past

August 12, 2009 - July 15, 2010

JESUP & LAMONT SECURITIES CORP

RIA

CRD#: 39056

LEESBURG, VA

Past

July 30, 2009 - July 15, 2010

JESUP & LAMONT SECURITIES CORP

CRD#: 39056

LEESBURG, VA

Past

August 10, 2004 - July 7, 2009

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

ANNAPOLIS, MD

Past

August 10, 2004 - July 7, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

ANNAPOLIS, MD

Past

August 27, 2003 - August 24, 2004

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

EASTON, MD

Past

January 2, 2003 - August 24, 2004

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

PALM BEACH GARDENS, FL

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(2/11/2022)

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.

Exams

General Industry/Product Exam

Series 6

Date: 12/20/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FOUNDATION WEALTH & TAX ADVISORS, LLC

CRD#: 317596 / SEC#:

Florida

Registered Investment Advisory firm - (7/8/2024 Approved)

Maryland

Registered Investment Advisory firm - (2/11/2022 Approved)

North Carolina

Registered Investment Advisory firm - (2/28/2022 Approved)

South Carolina

Registered Investment Advisory firm - (4/16/2023 Approved)

Virginia

Registered Investment Advisory firm - (8/24/2023 Approved)

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Contact information

Main Address

839 Bestgate Road Suite 400, Annapolis, MD 21401

Mailing Address

Phone number

+1 (888) 354-5899

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	212
AUM (Assets Under Management)	$ 49,348,002

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.

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Advisor Monitoring

Firm Stability Insights

Allen K. Ayers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allen Kellam Ayers's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHOREO PARTNER ALLIANCE, LLC

BESTGATE WEALTH ADVISORS, LLC

INTEGRATED WEALTH CONCEPTS LLC

ARISTON WEALTH MANAGEMENT, L.P.

ARISTON WEALTH MANAGEMENT, L.P.

WINDSOR STREET CAPITAL, LP

JESUP & LAMONT SECURITIES CORP

JESUP & LAMONT SECURITIES CORP

MEDALLION ADVISORY SERVICES, LLC

MEDALLION INVESTMENT SERVICES, INC.

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

State Registrations and Notice Filings

Exams

Series 6

Date: 12/20/2002

Current Firm

FOUNDATION WEALTH & TAX ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FOUNDATION WEALTH & TAX ADVISORS, LLC

TRUST BUT VERIFY

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