Alison Cornwell, financial advisor Palo Alto CA

Alison Cornwell

CRD Number: 3127310
Current Firm: Rebalance LLC

Alison Cornwell (CRD# 3127310) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Rebalance LLC Palo Alto, CA Nov 2019 - Current 1
Rebalance Palo Alto, CA Nov 2012 - Current 8
Unemployed San Jose, CA Nov 2010 - Oct 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Alison M. Cornwell
Phone Number: 650-396-3900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    1,661
    ACCOUNTS
  • Average Account Value
    $752,571
Compensation Options
  • A percentage of assets under your management
  • 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

AK, AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, WA

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