Allyson Woollweever (CRD# 7503412) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 4815526
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cx Institutional | Auburn, IN | Jan 2022 - Current | 2 |
| 1st Source Bank | Auburn, IN | Jan 2020 - Jan 2022 | 2 |
| Raise Up Christian Childcare | Harlan, IN | Apr 2019 - Jan 2020 | < 1 |
| Unemployed | Fort Wayne, IN | Jan 2019 - Apr 2019 | < 1 |
| Young American School Of Performing Arts | Corona, CA | Jul 2018 - Dec 2018 | < 1 |
| Dekalb High School | Waterloo, IN | Aug 2014 - Jul 2018 | 3 |
| Bob Evans | Auburn, IN | Nov 2016 - Jan 2017 | < 1 |
| Dekalb Middle School | Waterloo, IN | Jul 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- IN
- TX
-
Total Assets Under Management2,387MILLIONS
-
Total Number of Accounts8,548ACCOUNTS
-
Average Account Value$279,244
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
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