Colin Allison (CRD# 4638956) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Dubuque, IA and has over 20 years of experience in the finance industry.
CRD# 4802967
Edward Jones
CRD# 2298964
Lpl Financial LLC
CRD# 2646777
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwfs Equities, Inc. | Greenwood Village, CO | Nov 2020 - Current | 3 |
| Unemployed | Dubuque, IA | Jul 2020 - Nov 2020 | < 1 |
| Prudential Customer Solutions LLC | Dubuque, IA | May 2019 - Jul 2020 | 1 |
| Prudential Investment Management Services LLC | Dubuque, IA | Apr 2005 - Jul 2020 | 15 |
| The Prudential Insurance Company Of America | Dubuque, IA | Apr 2005 - Jul 2020 | 15 |
| Global Portfolio Strategies, Inc. | Dubuque, IA | Jan 2007 - Dec 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2003 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- IA
-
Total Assets Under Management134,279MILLIONS
-
Total Number of Accounts188,739ACCOUNTS
-
Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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, WY
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