Allen M. Bynum

FMI

Ardmore, OK 73401

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CRD#: 5500225

Professional summary

Allen Michael Bynum, who also goes by Allen Bynum, is a registered financial advisor currently at FMI located in Ardmore, Oklahoma.

Allen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Allen has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Allen Bynum

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) 4/17/2013: DBA ONLY - ALLEN BYNUM INVESTMENT SERVICES, INC. - ARDMORE, OK. (2) SUNSHINE INDUSTRIES - MAY, 2012 LOCAL ADULT SPECIAL NEEDS WORK TRAINING ORGANIZATION, MEMBER (3) MEMBER OF THE FOLLOWING: WAPITI LLC., BUENA MESA LLC, PARK 53, LLC, LOLA B LLC, ARBUCKLE MOUNTAIN PECAN COMPANY LLC, AND OSAK FALA,LLC (4) OKLAHOMA WILDLIFE MANAGEMENT ASSOC. SINCE 2007 - DIRECTOR Independent Insurance agent Since 2008 5 hours / month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allen Michael Bynum's CRS (Customer Relationship Summary).

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

February 2, 2018 - Present

FMI

Office #1: 130 D Street Nw, Ardmore, OK 73401

RIA

CRD#: 117600

Ardmore, OK

Past

August 21, 2017 - February 1, 2018

WESTERN INTERNATIONAL SECURITIES, INC.

RIA

CRD#: 39262

Ardmore, OK

Past

August 21, 2017 - February 1, 2018

WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

Ardmore, OK

Past

December 26, 2013 - August 21, 2017

FINANCIAL WEST GROUP

RIA

CRD#: 16668

ARDMORE, OK

Past

December 11, 2013 - August 21, 2017

FINANCIAL WEST GROUP

CRD#: 16668

ARDMORE, OK

Past

June 29, 2012 - March 5, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

ARDMORE, OK

Past

June 29, 2012 - October 30, 2013

LPL FINANCIAL LLC

CRD#: 6413

ARDMORE, OK

Past

June 30, 2008 - June 6, 2012

EDWARD JONES

RIA

CRD#: 250

ARDMORE, OK

Past

April 25, 2008 - June 6, 2012

EDWARD JONES

CRD#: 250

ARDMORE, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FMI

FMI | JBR CO. FINANCIAL MANAGEMENT INC.

CRD#: 117600 / SEC#: 801-110659

RIA

Registered Investment Advisory firm - (7/17/2017 Approved)

Oklahoma

Registered Investment Advisory firm - (7/24/2017 Terminated)

Texas

Registered Investment Advisory firm - (7/24/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Oklahoma
(2/2/2018)

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

State Security Law Exam

IAR

Series 66

Date: 5/8/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/24/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/18/2012

General Securities Principal Examination

Current Firm

FMI

FMI | JBR CO. FINANCIAL MANAGEMENT INC.

CRD#: 117600 / SEC#: 801-110659

RIA

Registered Investment Advisory firm - (7/17/2017 Approved)

Oklahoma

Registered Investment Advisory firm - (7/24/2017 Terminated)

Texas

Registered Investment Advisory firm - (7/24/2017 Terminated)

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Contact information

Main Address

130 D Street Nw, Ardmore, OK 73401

Mailing Address

Phone number

(580) 226-4058

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (8/19/2025)

Regulatory assets under management

Total Number of Accounts	1,284
AUM (Assets Under Management)	$ 314,601,618

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 M. Bynum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allen Michael Bynum's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTERN INTERNATIONAL SECURITIES, INC.

WESTERN INTERNATIONAL SECURITIES, INC.

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

FMI

State Registrations and Notice Filings

Exams

Series 66

Date: 5/8/2008

SIE

Date: 2/1/2018

Series 7

Date: 4/24/2008

Series 24

Date: 9/18/2012

Current Firm

FMI

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FMI

TRUST BUT VERIFY

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