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Pierre Gaston marc Allard

Investment adviser representative at Financial Advisory Partners, LLC
16 yearsExperience
1 stateRegistered in
$377.8MFirm assets
5 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 assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Financial Advisory Partners, LLCJan 2026 to now
  2. Nbc Securities, Inc.Nov 2010 to now
  3. Centerstate BankMay 2010 to Sep 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2010
  • Series 63 · Uniform Securities Agent State Law2025

State registrations

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

Financial Advisory Partners, LLC

$377.8MAssets managed
147Clients
4Advisers
5 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
5860780
Firm CRD
310914
Advisor's SEC record (opens in a new tab)
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