Alston Killen
Alston Killen is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Macon, GA, with 45 years of industry experience. Alston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
102 Preston Court, Suite A, Macon, GA, 31210
Get directionsHistory
Regulatory History (3)
Regulatory
July 2005Regulatory
March 2005Employment Separation After Allegations
September 2003Other Business ActivitiesSells Insurance
Alston is the owner/statutory agent of Capitol Street Financial Services Group LLC and sells fixed life and annuity, individual and group medical, long term care and disability products. He also dedicates minimal time as a board member for Macon Lions Club and Macon Lions Blub Charities Inc. Alston spends about a quarter of his time as a self-employed independent contractor and sole proprietor, writing fixed life and annuity, individual and group medical, long term care and disability benefits.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Nationwide Securities, LLCBroker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
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.