Stacey Allan
Stacey Allan is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Greenville, SC, with 14 years of industry experience. Stacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
501 E Mcbee Ave, Greenville, SC, 29601
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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
Stacey works as a cashier at Sprouts, dedicating a few hours per week to this non-investment related activity. Stacey may also earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income products.