Allen Oechsner is a registered investment advisor, based in Bluffton, SC, with 30 years of industry experience.
Location
1 Promenade Street, Building 1, Suite 202, Bluffton, SC, 29910
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Allen works as an investment advisor at Hilton Head Asset Mgmt Group, dedicating full-time hours to this role.
Employment History
Current Registrations
B. Riley Wealth ManagementBroker
July 2022 - Present · 3 yrs 9 mos
B. Riley Wealth Advisors, INC.
August 2008 - Present · 17 yrs 8 mos
Previous Registrations
National Securities CorporationBroker
May 2008 - July 2022 · 14 yrs 2 mos
Melhado, Flynn & Associates, INC.Broker
August 2002 - May 2008 · 5 yrs 9 mos
Ust Financial Services CORP.Broker
March 1995 - August 2001 · 6 yrs 5 mos
State Registrations18 states
CADCFLGAILKSMAMDNCNJNYOHORPARISCTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.