Allison Greenwell (CRD# 6756961) is an Investment Advisor Representative working at Primerica Advisors in Jasper, IN and has over 6 years of experience in the finance industry.
CRD# 6546058
Cambridge Investment Research Advisors, Inc.
CRD# 5306791
Edward Jones
CRD# 4240989
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Jasper, IN | Apr 2017 - Current | 7 |
| Bounds & Associates | Huntingburg, IN | Mar 2017 - Current | 7 |
| Primerica Financial Services | Jasper, IN | Sep 2016 - Current | 7 |
| Indiana University | Bloomington, IN | Aug 2013 - Dec 2016 | 3 |
| Styline Logistics | Huntingburg, IN | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- IN
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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