Harry Vann
Advisor at &PARTNERS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at &PARTNERS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Thomasville, GA 31792
Credentials
Series 63
Industry experience
28 years
Harry Vann is a financial advisor with AMB Wealth, LLC, holding a Series 63 designation and 28 years of industry experience. He has worked at Allen, Mooney & Barnes Investment Advisors and Brokerage Services since 2017 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services from 2006 to 2017. Vann is also a licensed insurance agent for non-variable insurance sales. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to individual and institutional clients, managing approximately $1.07 billion in assets. The firm employs a combination of global macro, sector allocation, quantitative screening, and qualitative analysis to manage individualized investment portfolios on a discretionary basis.
Based on &PARTNERS
Based on &PARTNERS
Financial Planning Fee, Estate/Trust/Family Office Administration Consulting Fee, Consulting Fee - negotiated fixed fees as agreed with client
Brokerage commissions on certain transactions; commissions received from mutual funds and insurance products
Hourly Consulting Fee as agreed with client, invoiced monthly
Research Report Services fee of $500/month
Minimum fee: $40 annual fee if account is below Envestnet recommended minimum for Tax Overlay Services Fee-only: Financial Planning Fee, Estate/Trust/Family Office Consulting Fee, Hourly Consulting Fee, Consulting Fee - all negotiated fixed or hourly fees as agreed with client
502 S Broad St.
Thomasville, GA 31792
Georgia
&PARTNERS
2026 - Present (1 year)
Allen, Mooney & Barnes Investment Advisors
2017 - 2026 (9 years)
Allen,, Mooney & Barnes Brokerage Services
2017 - 2026 (9 years)
SunTrust Advisory Services
2016 - 2017 (1 year)
SUNTRUST INVESTMENT SERVICES, iNC.
2006 - 2017 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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