Kevin Terrell Allman

Employer firm

The Mather Group, LLC CRD 156005

$13.4B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 09/2016
  Suntrust Bank
  Atlanta, GA
• 09/2016 → 01/2022
  The Mather Group, Llc
  Atlanta, GA
• 01/2022 → Present
  The Mather Group, Llc
  Atlanta, GA

Previous Registrations

• 2010-09-03 → 2014-08-25
  Truist Investment Services, Inc.
  Alpharetta, GA
• 2008-04-10 → 2010-08-05
  Edward Jones
  St Louis, MO
  Marietta, GA
  Marietta, GA
• 2007-02-26 → 2008-04-14
  Ubs Financial Services Inc.
  Alpharetta, GA

Other Businesses

Investment Related, Financial Planning Association of Georgia - 3227 S Cherokee Ln #1320, Woodstock, GA 30188, Board of Directors Membership Engagement Director, Start Date 1/1/2020, Between 1-5 hours per month, No Compensation.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-22

Designations

• Certified Financial Planner