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Member · Financial Advisory Partners, LLC

Pierre G. Allard

CRD 5860780 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Advisory Partners, LLC, an SEC-registered wealth manager based in Winter Park, FL with $378 million in regulatory assets, lists Pierre G. Allard on its Form ADV as Member.

Firms and roles

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Pierre’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Pierre’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.