Unclaimed Profile

Allison Henry Kaylor

THE 401(K) CONCIERGE LLC·SAN ANTONIO, Texas

SIE, Series 6, Series 63, Series 65Clean record12 years registeredTHE 401(K) CONCIERGE LLC

11919 JONES MALTSBERGER ROAD, SAN ANTONIO, TX 78216CRD# 4341987Firm CRD# 164536

Profile Verification

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

Identity

Allison Henry Kaylor · SAN ANTONIO, TX

Registration

CRD #4341987 · THE 401(K) CONCIERGE LLC · 12 years registered

Brand Profile

Not yet started

Career History

WEALTHSPIRE RETIREMENT ADVISORY

Aug 2014 – present

DIRECT FILE FEED

Nov 2013 – Nov 2019

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · November 4, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AKF HOLDINGS, LLC

CRD 164536 · SEC 801-76790

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by AKF HOLDINGS, LLC

Per Form ADV

Publication of periodicals/newsletters

View all advisors at AKF HOLDINGS, LLC →

Introduction

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Frequently Asked Questions

What services does Allison Henry Kaylor offer?

Allison Henry Kaylor is a registered financial advisor in SAN ANTONIO, Texas. Contact their office for details on services offered.

What are Allison Henry Kaylor's credentials?

Allison Henry Kaylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allison Henry Kaylor located?

Allison Henry Kaylor is based in SAN ANTONIO, Texas, working with THE 401(K) CONCIERGE LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Allison Henry Kaylor charge for services?

Allison Henry Kaylor's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE 401(K) CONCIERGE LLC?

THE 401(K) CONCIERGE LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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