Allison Barrientos, financial advisor Monterey CA

Allison Barrientos

CRD Number: 6091252
Current Firm: Integris Wealth Management, LLC

Allison Barrientos (CRD# 6091252) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 9 years of experience in the finance industry. Allison Barrientos 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.

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Professional Designations
Company Name Location Dates Years
Integris Wealth Management, LLC Monterey, CA Jan 2011 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Allison M. Barrientos
Phone Number: 831-333-1717
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    511
    MILLIONS
  • Total Number of Accounts
    758
    ACCOUNTS
  • Average Account Value
    $674,568
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, OR, TX

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