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Dustin Allred

8 Years of Experience
Lee's Summit, MO
Broker

Dustin Allred is a registered investment advisor at Advisors Asset Management, INC., based in Lee's Summit, MO, with 8 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,867 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
132 advisors
Number of Clients
1,867 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.

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Location

Lee's Summit, MO

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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
Advisors Asset Management, INC.
March 2019 - Present · 7 yrs 2 mos
Advisors Asset Management, INC.
March 2019 - Present · 7 yrs 2 mos
Advisors Asset Management, INC.Broker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2018 - March 2019 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
January 2018 - March 2019 · 1 yr 2 mos
State Registrations2 states
MOTX
AdvisorBrokerBoth

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
No exam information available for this advisor.