Allison Haring, financial advisor Mount Pleasant MI

Allison Haring

CRD Number: 6711732
Current Firm: Cambridge Investment Research Advisors, Inc.

Allison Haring (CRD# 6711732) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mount Pleasant, MI and has over 2 years of experience in the finance industry.

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Cambridge Investment Research Advisors, Inc.
Company Name Location Dates Years
Cambridge Investment Reserach Advisors, Inc. Fairfield, IA Apr 2022 - Current 2
Cambridge Investment Research, Inc. Fairfield, IA Jul 2018 - Current 5
Eagle Glen Golf Course Farwell, MI Apr 2018 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA Dec 2017 - Current 6
Doherty Hotel Clare, MI Dec 2015 - Current 8
Eagle Glen Golf Course Farwell, MI May 2011 - Aug 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2021
Contact Info for Allison M. Haring
Phone Number: 641-472-5100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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