Allison Irving (CRD# 5858669) is an Investment Advisor Representative working at Irving Planning & Investments, Ltd. in Centennial, CO and has over 11 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Irving Planning & Investments | Lakewooc, CO | Jun 2022 - Current | 1 |
| Homemaker | Centennial, CO | Dec 2016 - Jun 2022 | 5 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | Oct 2010 - Dec 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- CO
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts352ACCOUNTS
-
Average Account Value$187,418
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, TX
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