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Margaret S Allison

HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.·FAIRHOPE, Alabama
Clean recordHAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
50 SOUTH CHURCH STREET, FAIRHOPE, AL 36532-2350CRD# 4953581Firm CRD# 106454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret S Allison · FAIRHOPE, AL
Registration
CRD #4953581 · HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margaret S Allison is a registered financial advisor based in FAIRHOPE, Alabama, affiliated with HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
AUM
$396M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4953581
Firm CRD# 106454
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret S Allison offer?
Margaret S Allison specializes in Investment Management, Retirement Planning. Contact their office in FAIRHOPE, Alabama for a consultation.
What are Margaret S Allison's credentials?
Margaret S Allison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret S Allison located?
Margaret S Allison is based in FAIRHOPE, Alabama, working with HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.. Their office serves clients in the FAIRHOPE metropolitan area and surrounding communities.
How does Margaret S Allison charge for services?
Margaret S Allison's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.?
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. has approximately 3 employees and manages $396M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.

Eric Oaks Kallen
FAIRHOPE, AL
Fredrick Steven Hayek
FAIRHOPE, AL
Ransome Spottswood Foose
FAIRHOPE, AL

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Research
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