Allison Lister, financial advisor Brainerd MN
90 score

Allison Lister

CRD Number: 6159096
Current Firm: Edward Jones

Allison Lister (CRD# 6159096) is an Investment Advisor Representative working at Edward Jones in Brainerd, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2013 - Current 3
Argosy University Brainerd, MN May 2012 - Feb 2013 < 1
Anoka County Anoka, MN Apr 2010 - May 2012 2
The College Of St. Scholastica Brainerd, MN May 2008 - Oct 2010 2
State Of Minnesota Brainerd, MN Oct 2009 - Apr 2010 < 1
Bnsf Brainerd, MN Jul 2007 - May 2008 < 1
Usaf Worldwide, ID Dec 1986 - Oct 2007 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Allison M. Lister
Phone Number: 314-515-2000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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