SA
Stanley E. Allred
ALLRED HARRIS WEALTH MANAGEMENT.
Dallas, TX 75225
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CRD#: 721257
SA
Professional summary
Stanley Eugene Allred, who also goes by Stan Eugene Allred, is a registered financial advisor currently at ALLRED HARRIS WEALTH MANAGEMENT. located in Dallas, Texas.
Stanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Stanley has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stan Eugene Allred
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)CIRCLE TEN COUNCIL, BOY SCOUTS OF AMERICA - DALLAS, TX, VICE PRESIDENT OF ENDOWMENT ON THE EXECUTIVE BOARD, REQUEST DONATIONS, DEVOTE APPROX 5 HRS PER MONTH, NONE DURING BSNS HRS.
(2)BAYLOR ORAL HEALTH FOUNDATION BOHF - DALLAS, TX, SERVE ON THE COMMITTEE THAT BRINGS RECOMMENDATIONS TO THE BOARD REGARDING THE FOUNDATION ENDOWMENT, DEVOTE APPROX 5 HRS PER MONTH, NONE DURING BSNS HRS.
(3) DERBY ENTERPRISES, LLC
ADDRESS: 208 S PARK STREET,SAN ANGELO, TX
NATURE OF THE BUSINESS: BUSINESS OWNER
POSITION/TITLE:
INVESTMENT RELATED:YES
START DATE: 03/18/2013
HOURS PER MONTH DEVOTED TO THIS BUSINESS: 0
HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0
DESCRIPTION OF DUTIES: I AM A 15% INVESTOR.
(4) DANICK RESOURCES
ADDRESS: 5005 LBJ FREEWAY SUITE 1250,DALLAS, TX
NATURE OF THE BUSINESS: OTHER (UNPAID)
POSITION/TITLE: PARTNER
INVESTMENT RELATED:NO
START DATE: 02/05/2015
HOURS PER MONTH DEVOTED TO THIS BUSINESS: 0
HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0
DESCRIPTION OF DUTIES: I AM A LIMITED PARTNER. NO RESPONSIBILITIES.
(5) Oklahoma Land Holdings, LLC
Address: Dallas, TX
Nature of the Business: Personal/Private Investment
Investment Related: Yes
Start Date: 08/30/2016
Hours per month devoted to this business: 0
Hours per month devoted to this business during trading hours: 0
Description of duties: Investor
6. Northern Lights Royalties II, LP
Address: Dallas, TX
Nature of the Business: Personal/Private Investment
Investment Related:Yes
Start Date: 11/22/2017
Hours per month devoted to this business: 0
Hours per month devoted to this business during trading hours: 0
Description of duties: Partnership interest
7. Lucky 5 & 6 Joint Venture, LLC
Address: Dallas, TX
Nature of the Business: Personal/Private Investment
Investment Related:Yes
Start Date: 11/22/2017
Hours per month devoted to this business: 0
Hours per month devoted to this business during trading hours: 0
Description of duties: Land Investor
CRS (Client Relationship Summary) - RIA
Click below to view Stanley Eugene Allred'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®
NoneExperience
Current
October 2, 2018 - Present
ALLRED HARRIS WEALTH MANAGEMENT.
Office #1: 8333 Douglas Avenue Suite 525, Dallas, TX 75225RIA
CRD#: 297533
Dallas, TX
Past
March 19, 2010 - October 2, 2018
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
DALLAS, TX
Past
March 19, 2010 - October 2, 2018
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
DALLAS, TX
Past
February 2, 1987 - April 13, 2010
HILLTOP SECURITIES INC.
RIA
CRD#: 6220
DALLAS, TX
Past
February 2, 1987 - April 13, 2010
HILLTOP SECURITIES INC.
BD
CRD#: 6220
DALLAS, TX
Past
July 20, 1983 - February 12, 1985
SCHNEIDER, BERNET & HICKMAN, INC.
BD
CRD#: 750
Past
July 18, 1983 - February 13, 1987
THOMSON MCKINNON SECURITIES INC.
BD
CRD#: 829
Past
November 19, 1982 - August 1, 1983
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BD
CRD#: 76
Past
December 22, 1980 - November 30, 1982
UNDERWOOD, NEUHAUS & CO., INCORPORATED
BD
CRD#: 839
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".
AH
ALLRED HARRIS WEALTH MANAGEMENT.
ALLRED CAPITAL MANAGEMENT, LLC | ALLRED HARRIS WEALTH MANAGEMENT.
CRD#: 297533 / SEC#: 801-113900
RIA
Registered Investment Advisory firm - (8/28/2018 Approved)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
Texas(10/2/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 3/21/1994
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
AH
ALLRED HARRIS WEALTH MANAGEMENT.
ALLRED CAPITAL MANAGEMENT, LLC | ALLRED HARRIS WEALTH MANAGEMENT.
CRD#: 297533 / SEC#: 801-113900
RIA
Registered Investment Advisory firm - (8/28/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8333 Douglas Avenue Suite 525, Dallas, TX 75225
Mailing Address
Phone number
(844) 965-7695
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 957 |
| AUM (Assets Under Management) | $ 452,449,927 |
Red Flags
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Company Information
ALLRED HARRIS WEALTH MANAGEMENT.
CRD#: 297533Dallas, TX 75225TRUST BUT VERIFY
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