Brian Marshall Allen

Homestead Advisers CORP.

23 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Homestead Advisers CORP.

Compensation

Fee-Only (AUM)

Firm Size

11 advisors

Number of Clients

2 clients

Average Client Portfolio

$3.9B average

Assets Under Management

$7.7B

Fee Structure

Minimum Investment:$5M

Location

Bristow, VA

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History

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.

Employment History

Current Registrations

Homestead Advisers CORP.

July 2012 - Present · 13 yrs 7 mos

Homestead Financial Services CORP.

April 2002 - Present · 23 yrs 10 mos

Homestead Financial Services CORP.Broker

April 2002 - Present · 23 yrs 10 mos

State Registrations53 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.