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Allen Jones Butler

Investment adviser representative at Pullen Investment Management
16 yearsExperience
1 stateRegistered in
$221MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

16 years in the industry.

  1. Pullen Investment ManagementJan 2023 to now
  2. South River Investment ManaagementJan 2010 to Dec 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 1 state (FL).

Pullen Investment Management

Legal name: Pullen Investment Management, LLC

$221MAssets managed
90Clients
2Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5764933
Firm CRD
310149
Advisor's SEC record (opens in a new tab)
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