Allison Rumschik (CRD# 5239290) is an Investment Advisor Representative working at Sycamore Financial Group in Kokomo, IN and has over 16 years of experience in the finance industry.
CRD# 4745563
Ausdal Financial Partners, Inc.
CRD# 3260878
Pnc Investments
CRD# 4132899
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sycamore Financial Group | Reston, VA | Jul 2017 - Current | 6 |
| Foliofn Investments, Inc. | Mclean, VA | Jul 2014 - Jun 2017 | 2 |
| Ridgeway & Conger, Inc. | New Woodstock, NY | Jun 2008 - Jun 2014 | 6 |
| Ridgeway Conger Advisory Services | New Woodstock, NY | Jun 2008 - Jun 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- FL
- IL
- IN
- NE
- OH
- TX
- VA
-
Total Assets Under Management666MILLIONS
-
Total Number of Accounts1,908ACCOUNTS
-
Average Account Value$348,862
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, IN, NE, NY, OH, TX, VA
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