Allison Tuszynski, financial advisor Boise ID
86 score

Allison Tuszynski

CRD Number: 5299325
Current Firm: Eagle Strategies LLC

Allison Tuszynski (CRD# 5299325) is an Investment Advisor Representative working at Eagle Strategies LLC in Boise, ID and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Dater Gillis Wealth Strategies Boise, ID Jul 2014 - Current 2
Eagle Strategies LLC Boise, ID Apr 2013 - Current 3
Nylife Securities LLC Boise, ID Jul 2007 - Current 9
New York Life Ins. Co Boise, ID Feb 2007 - Current 9
W&h Pacific Boise, ID Oct 2005 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Allison S. Tuszynski
Phone Number: (888) 695-3245
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
86

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