Allix Dennis is a registered investment advisor, based in Milledgeville, GA, with 24 years of industry experience. Allix is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Milledgeville, GA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Allix brokers non-registered insurance products through Grant Financial Group and owns ACD Planning LLC, which focuses on insurance and annuity sales and policy management, taking up a full-time commitment. Allix also serves as a co-trustee for a testamentary trust and administrator under power of attorney for their mother, requiring about 10-20% of their time.
Employment History
Current Registrations
Ridgeback Securities, LTDBroker
Csenge Advisory Group, LLC
Previous Registrations
Integrity Alliance, LLC.Broker
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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