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AB

Allison D. Brown

AVONDALE PARTNERS
NASHVILLE, TN 37205
Some features on this profile are disabled
CRD#: 5196957
AB

Professional summary


Allison Dawn Brown, who also goes by Allison D Brown, Allison Dawn Pottinger, is a registered financial professional currently at AVONDALE PARTNERS, LLC located in Nashville, Tennessee.

Allison is registered as a RR (Registered Representative) and started their career in finance in 2006. Allison has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Allison D Brown | Allison Dawn Pottinger

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) - BD


Click below to view Allison Dawn Brown'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®
None

Experience


Current

April 1, 2019 - Present

AVONDALE PARTNERS, LLC

Office #1: 4322 Harding Pike Suite 414, Nashville, TN 37205
BD
CRD#: 46838
NASHVILLE, TN
Past

April 23, 2018 - April 3, 2019

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
Nashville, TN
Past

July 11, 2013 - August 1, 2017

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
CHICAGO, IL
Past

September 6, 2006 - June 18, 2013

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(4/1/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 10/9/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AP
AVONDALE PARTNERS, LLC
AVONDALE PARTNERS, LLC | CONVERTIBLE DESK, LLC

CRD#: 46838 / SEC#: 801-70070, 8-51550

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information


Main Address
4322 Harding Pike Suite 450, Nashville, TN 37215
Mailing Address
4322 Harding Pike Suite 414, Nashville, TN 37205
Phone number
(615) 467-3500
Established
Tennessee since 01/05/1999
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

PART 2A (10/2/2018)

Direct owners and executive officers


NamePositionCRD#
AVONDALE GROUP LLCVOTING MEMBER
KREBS, PHILIP DONALDMANAGING PARTNER1215465
MORPHETT, JONATHAN GUYMANAGING PARTNER1567821
OERTLING, JOEL DARRENCFO, FINOP, DIRECTOR OF FINANCE4363337
SHEPHERD, ROBERT PATRICKMANAGING PARTNER, CCO1221884

Disclosures


Regulatory Event1

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


AVONDALE PARTNERS, LLC

CRD#: 46838Nashville, TN 37205

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