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Isaac Reginald Allen

Stalwart Financial Planning

Fayetteville, NC

CRD 5829233

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Employer firm

Stalwart Financial Planning CRD 159711

$10.3M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Stalwart Financial Planning

4200 Morganton Road Suite 200-04, Fayetteville, NC 28314 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-09-22
  • TX RA
    APPROVED
    Since 2014-09-22

Branch Locations

4200 Morganton Road Suite 200-04, Fayetteville, NC 28314 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stalwart Financial Planning Fayetteville NC 12/2011 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Reggie Allen

View on SEC IAPD

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