Allison Guice, financial advisor Montgomery AL

Allison Guice

CRD Number: 7085420
Current Firm: Jackson Thornton Asset Management, LLC

Allison Guice (CRD# 7085420) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 3 years of experience in the finance industry. Allison Guice 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
Jackson Thornton Asset Management, LLC Montgomery, AL Jul 2019 - Current 3
Jackson Thornton & Company, P.c. Montgomery, AL Mar 2006 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Allison H. Guice
Phone Number: 334-834-7660
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    1,406
    MILLIONS
  • Total Number of Accounts
    2,077
    ACCOUNTS
  • Average Account Value
    $677,092
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, FL, GA, MS, NC, NY, TN, TX, VA

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