Asa Alliston (CRD# 5293683) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Athens, GA and has over 16 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | Athens, GA | Dec 2017 - Current | 6 |
Lincoln Financial Advisors | Athens, GA | Jun 2017 - Dec 2017 | < 1 |
Unemployed | Athens, GA | Jan 2017 - Jun 2017 | < 1 |
Trademark Capital Management, Inc. | Bogart, GA | Jan 2014 - Jan 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2007 |
S63 | Uniform Securities State Law Examination | Jul 2017 |
- GA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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