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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Allegis Investment Services 1 year, 6 months Jan 2016 - Present
Allegis Investment Advisors 1 year, 6 months Jan 2016 - Present
Retirement Wealth Advisors 1 year, 3 months Oct 2014 - Jan 2016
Cetera Advisors LLC 1 year Oct 2013 - Oct 2014
Sammons Securities Company, LLC 2 years, 5 months Jun 2011 - Nov 2013
Capital Wealth Advisors 7 years, 6 months Jan 2010 - Present
Utah Valley University 2 years, 11 months Jan 2007 - Dec 2009
Pinnacle Security 4 years, 4 months Sep 2005 - Jan 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Michael Stevens

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 26, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Apr 26, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Allegis Investment Advisors, LLC

Last updated on June 30, 2017
    • $654.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $108.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Other