Allison Rickerson (CRD# 7327338) is an Investment Advisor Representative working at Riverstone Advisors, LLC in New Braunfels, TX and has over 3 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| River Road Consulting, LLC | New Braunfels, TX | Jan 2019 - Current | 5 |
| Riverstone Advisors. LLC | New Braunfels, TX | Sep 2018 - Current | 5 |
| Sazk Consulting, LLC | New Braunfels, TX | Jan 2017 - Dec 2020 | 3 |
| Unemployed | New Braunfels, TX | Aug 2011 - Jan 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- TX
-
Total Assets Under Management329MILLIONS
-
Total Number of Accounts418ACCOUNTS
-
Average Account Value$786,444
- A percentage of assets under your management
- 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
GA, LA, NY, TX
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