Alishia Dubois (CRD# 7491348) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Mclean, VA and has 1 year of experience in the finance industry. Alishia Dubois has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modera Wealth Management, LLC | Westwood, NJ | Nov 2022 - Current | 1 |
| Bernhardt Wealth Management | Mclean, VA | May 2022 - Nov 2022 | < 1 |
| Unemployed | Arlington, VA | Mar 2022 - Apr 2022 | < 1 |
| Amj Financial Wealth Management | Leesburg, VA | Nov 2021 - Feb 2022 | < 1 |
| Unemployed | Arlington, VA | Oct 2021 - Oct 2021 | < 1 |
| Yeske Buie | Vienna, VA | Jun 2018 - Sep 2021 | 3 |
| Nanny | Glen Allen, VA | Jan 2018 - Jun 2018 | < 1 |
| Summit Financial Partners | Richmond, VA | May 2016 - Dec 2017 | 1 |
| Virginia Tech | Blacksburg, VA | Aug 2013 - Dec 2017 | 4 |
| Ais Network | Richmond, VA | May 2015 - May 2016 | 1 |
- TX
- VA
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Total Assets Under Management12,532MILLIONS
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Total Number of Accounts18,992ACCOUNTS
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Average Account Value$659,880
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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