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John Christopher Fales

Investment adviser representative at Allos Investment Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$73.6MFirm assets

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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

Experience

10 years in the industry.

  1. Searcy Financial Services, Inc.Jan 2025 to now
  2. Allos Investment Advisors, LLCFeb 2013 to now
  3. Searcy Financial Services, Inc.Jan 2022 to Dec 2024
  4. Searcy Financial Services, Inc.Jan 2016 to Dec 2021

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 2 states (KS, TX).

Allos Investment Advisors, LLC

$73.6MAssets managed
382Clients
8Advisers
15 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
6056370
Firm CRD
155541
Advisor's SEC record (opens in a new tab)
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