Allen Bynum, financial advisor Ardmore OK

Allen Bynum

CRD Number: 5500225
Current Firm: Fmi

Allen Bynum (CRD# 5500225) is an Investment Advisor Representative working at Fmi in Ardmore, OK and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Jbr Company Financial Management Inc. Dba Fmi Ardmore, OK Jan 2024 - Current < 1
Jbr Company Financial Management Inc. Dba Fmi Ardmore, OK May 2021 - Dec 2023 2
Jbr Company Financial Management Inc. Dba Fmi Ardmore, OK Sep 2020 - May 2021 < 1
Jbr Company Financial Management Inc. Dba Fmi Ardmore, OK Feb 2018 - Sep 2020 2
Western International Securities, Inc. Pasadena, CA Aug 2017 - Jan 2018 < 1
Financial West Group Westlake Village, CA Dec 2013 - Aug 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Allen M. Bynum
Phone Number: 580-226-4058
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    1,499
    ACCOUNTS
  • Average Account Value
    $164,847
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

LA, NE, OK, TX

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