AA
CFP
AA
CFP

Allen Kellam Ayers

15 Years of Experience
Compensation
N/A
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

839 Bestgate Road, Suite 400, Annapolis, MD, 21401

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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.

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Other Business Activities

Allen is a partner in the accounting firms Lombardo Ayers & Company, LLC and Kram McCarthy Ayers & Frost, LLC, with ownership stakes of 42.86% and 45% respectively. He receives a salary and business profit distributions, but no commissions.

Employment History
Current Registrations
Choreo Partner Alliance, LLC
October 2024 - Present · 1 yr 4 mos
Foundation Wealth & Tax Advisors, LLC
February 2022 - Present · 4 yrs
Previous Registrations
Bestgate Wealth Advisors, LLC
June 2019 - November 2022 · 3 yrs 5 mos
Integrated Wealth Concepts LLC
July 2017 - February 2019 · 1 yr 7 mos
Ariston Wealth Management, LP
April 2012 - February 2013 · 10 mos
Ariston Wealth Management, LP
January 2012 - April 2012 · 3 mos
Jesup & Lamont Securities CORP.
August 2009 - July 2010 · 11 mos
Medallion Advisory Services, LLC
August 2004 - July 2009 · 4 yrs 11 mos
Money Concepts Capital CORP
August 2003 - August 2004 · 1 yr
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.