Jeffrey AllsopCRD Number: 1188753
Current Firm: Capital Investment Services Of America Inc.
Jeffrey Allsop (CRD# 1188753) is an Investment Advisor Representative working at Capital Investment Services Of America Inc. in Milwaukee, WI and has over 34 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Capital Investment Services Of America, Inc.||Milwaukee, WI||Oct 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
|S65||NASAA Investment Advisors Law Examination||Jan 1992|
Total Assets Under Management706MILLIONS
Total Number of Accounts595ACCOUNTS
Average Account Value$1,185,721
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, IA, IL, LA, MI, MN, NC, NY, OH, TX, VA, WI