Allison Kapadia (CRD# 6624083) is an Investment Advisor Representative working at Lincoln Investment in Glendora, CA and has over 6 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| K2 Financial Inc. | Glendora, CA | Apr 2019 - Current | 5 |
| Lincoln Investment | San Dimas, CA | Apr 2018 - Current | 6 |
| Lincoln Investment | San Dimas, CA | May 2017 - Current | 7 |
| Legend Advisory, LLC | San Dimas, CA | Apr 2018 - Sep 2019 | 1 |
| California Prep Academy | Costa Mesa, CA | Mar 2016 - May 2019 | 3 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Mar 2016 - Jan 2017 | < 1 |
| Opportunities For Learning | Pasadena, CA | Jun 2006 - Mar 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- CA
-
Total Assets Under Management17,218MILLIONS
-
Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- 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)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV
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