Allison Short (CRD# 6573469) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kyle, TX and has over 7 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Jacksonville, FL | Dec 2015 - Current | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Jacksonville, FL | Oct 2015 - Current | 8 |
| Advanced Claims Concepts | Florence, AL | May 2015 - Oct 2015 | < 1 |
| University Of North Alabama | Florence, AL | Apr 2015 - May 2015 | < 1 |
| University Of North Alabama | Florence, AL | Aug 2011 - May 2015 | 3 |
| Mcvantage Companies | Tuscumbia, AL | Feb 2015 - Apr 2015 | < 1 |
| Spires And Associates | Florence, AL | Sep 2014 - Mar 2015 | < 1 |
| University Of North Alabama | Florence, AL | May 2014 - Sep 2014 | < 1 |
| University Of North Alabama | Florence, AL | Apr 2014 - May 2014 | < 1 |
| Lawrenceburg Utility Systems | Lawrenceburg, TN | Jun 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- FL
- TX
-
Total Assets Under Management1,093,689MILLIONS
-
Total Number of Accounts2,864,234ACCOUNTS
-
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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