HV

Harry Dekle Vann

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
991 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K

AMB charges an annual fee based on the market value of assets managed, billed quarterly in arrears. There are multiple fee schedules in use by different advisors. AMB also has an annual platform fee of $130 per advisory account, assessed quarterly. Financial planning fees are determined by the scope and complexity of the engagement and are invoiced separately.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

135 South Madison Street, Thomasville, GA, 31792

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Harry works as a financial advisor at Allen Mooney & Barnes Investment Advisors, LLC, dedicating nearly full-time hours. He also works as an insurance broker at AMB Professional Services.

Employment History
Current Registrations
Amb Wealth, LLC
February 2018 - Present · 7 yrs 11 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
April 2017 - Present · 8 yrs 9 mos
Previous Registrations
Allen, Mooney & Barnes Investment Advisors, LLC
August 2017 - December 2017 · 4 mos
Suntrust Advisory Services, INC.
September 2016 - March 2017 · 6 mos
Suntrust Investment Services, INC.
March 2006 - December 2016 · 10 yrs 9 mos
Suntrust Investment Services, INC.Broker
March 2006 - March 2017 · 11 yrs
A. G. Edwards & Sons, INC.
March 2003 - March 2006 · 3 yrs
A. G. Edwards & Sons, INC.Broker
November 1997 - March 2006 · 8 yrs 4 mos
State Registrations9 states
ALARCAFLGANYSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.