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Allen K

Series 63, Series 66

Oxford, MS

Advisor Resource Council

Allen Kimbrell is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 registrations and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors LLC, and A.G. Edwards & Sons, Inc. He serves as a trustee for a family trust. Advisor Resource Council provides asset management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, and business enterprises. The firm uses AI-enhanced model portfolios alongside traditional fundamental analysis and offers coordinated estate-planning services through external legal professionals.

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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