TrueAdvisor
TrueAdvisor
AL
AL

Allie Kirkpatrick Long-Innes

&partners
14 Years of Experience
Broker
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
&partners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
435 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

Location

40 Burton Hills Blvd, Suite 350, Nashville, TN, 37215

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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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Employment History
Current Registrations
&partners
November 2011 - Present · 14 yrs 3 mos
&partnersBroker
September 2011 - Present · 14 yrs 5 mos
State Registrations1 state
TN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.