Unclaimed Profile

Mark Irvin Allen

BULL STREET ADVISORS, LLC·SAVANNAH, Georgia

Series 3, Series 4, Series 7, Series 24, Series 63Clean record14 years registeredBULL STREET ADVISORS, LLC

500 COMMERCIAL COURT, SAVANNAH, GA 31406CRD# 2410852Firm CRD# 304058

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Irvin Allen · SAVANNAH, GA

Registration

CRD #2410852 · BULL STREET ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

BULL STREET ADVISORS

Jun 2019 – present

SOUTH STATE ADVISORY, INC.

Dec 2017 – Apr 2019

Savannah, GA

MINIS & COMPANY

Apr 2012 – Apr 2019

SAVANNAH, GA

Registrations & Exams

FINRA examinations passed

Series 3

Series 4

Series 7

Series 24

Series 63

Registration record

First registered · April 26, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BULL STREET ADVISORS, LLC

CRD 304058 · SEC 801-116698

AUM

$241M

Regulatory assets under management

Employees

177 client accounts

Services offered by BULL STREET ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BULL STREET ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Irvin Allen offer?

Mark Irvin Allen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAVANNAH, Georgia for a consultation.

What are Mark Irvin Allen's credentials?

Mark Irvin Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Irvin Allen located?

Mark Irvin Allen is based in SAVANNAH, Georgia, working with BULL STREET ADVISORS, LLC. Their office serves clients in the SAVANNAH metropolitan area and surrounding communities.

How does Mark Irvin Allen charge for services?

Mark Irvin Allen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BULL STREET ADVISORS, LLC?

BULL STREET ADVISORS, LLC has approximately 1 employees and manages $241M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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