Allison Beckham, financial advisor Coral Gables FL

Allison Beckham

CRD Number: 5840236
Current Firm: Firestone Capital Management Inc.

Allison Beckham (CRD# 5840236) is an Investment Advisor Representative working at Firestone Capital Management Inc. in Coral Gables, FL and has over 11 years of experience in the finance industry. Allison Beckham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Firestone Capital Management Inc. Coral Gables, FL Oct 2018 - Current 3
The Woody Foundation Coral Gables, FL Jan 2018 - Current 4
Rover Miami, FL Jul 2018 - Sep 2018 < 1
Raymond James Financial Services, Inc. Miami, FL May 2015 - Sep 2018 3
Provenance Wealth Advisors Miami, FL May 2015 - Sep 2018 3
Crimson Peak LLC Miami, FL Jun 2013 - May 2015 1
Aquamobile Swim School Miami, FL Apr 2013 - Jun 2013 < 1
Unemployed Blacksburg, VA Sep 2012 - Mar 2013 < 1
Winchester Capital New Haven, CT Aug 2011 - Aug 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Allison L. Beckham
Phone Number: (305) 669-2119
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    646
    MILLIONS
  • Total Number of Accounts
    1,105
    ACCOUNTS
  • Average Account Value
    $584,355
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
Types of Clients
Registered States

AZ, CA, FL, GA, IL, MA, NC, NH, NM, NY, PA, TN, TX, VA, WA

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