David Allred is a registered investment advisor at Fisher\smb, based in Plano, TX, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,847 clients with $5.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6404 International Parkway, Suite 1100, Plano, TX, 75093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a co-owner and director of Allred Legacy Investment, an investment property company, since January 2023. He dedicates minimal time to this property management business.
Employment History
Current Registrations
Fisher\smb
Previous Registrations
Fisher Investments
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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