Allison Loring (CRD# 5632900) is an Investment Advisor Representative working at Moneco Advisors in Pittsfield, MA and has over 10 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 4397867
Commonwealth Financial Network
CRD# 6593537
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moneco Advisors Llc Dba Willow | Fairfield, CT | Oct 2023 - Current | < 1 |
| Adcm, Llc Dba Willow | Pittsfield, MA | Feb 2020 - Oct 2023 | 3 |
| Pittsfield Cooperative Bank | Pittsfield, MA | Oct 2019 - Feb 2020 | < 1 |
| Hyatt Corporation | Lenox, MA | Jun 2019 - Sep 2019 | < 1 |
| Lenox Memorial Middle High School | Lenox, MA | Sep 2017 - Jun 2019 | 1 |
| Unemployed | New York, NY | Dec 2015 - Sep 2017 | 1 |
| Ge Capital Markets, Inc. | New York, NY | Jul 2013 - Dec 2015 | 2 |
| Ge Capital Corp | Norwalk, CT | Jul 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- CT
- TX
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Total Assets Under Management1,472MILLIONS
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Total Number of Accounts5,152ACCOUNTS
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Average Account Value$285,719
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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