Alyson Kest (CRD# 3093693) is an Investment Advisor Representative working at Spearhead Administrative Services, LLC in Little Silver, NJ and has over 8 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group Inc. | Littleton, CO | May 2023 - Current | 1 |
| Spearhead Administrative Services, LLC | Little Silver, NJ | Feb 2022 - Current | 2 |
| Spearhead Capital, LLC | Little Silver, NJ | Nov 2020 - Current | 3 |
| Spearhead Capital Advisors, LLC | Little Silver, NJ | Nov 2020 - Feb 2022 | 1 |
| Wbi Investments, Inc. | Red Bank, NJ | Aug 2019 - Oct 2020 | 1 |
| Hartshorne Group, Inc. | Red Bank, NJ | Aug 2019 - Oct 2020 | 1 |
| Millington Securities, Inc. | Red Bank, NJ | May 2018 - Oct 2020 | 2 |
| Millington Securities Inc. | Red Bank, NJ | Oct 2015 - May 2018 | 2 |
| Xl Catlin | New York, NY | Apr 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- NJ
-
Total Assets Under Management1,198MILLIONS
-
Total Number of Accounts293ACCOUNTS
-
Average Account Value$4,088,314
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
DE, FL, MA, NJ, PA
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