Alison Wilmore (CRD# 7022758) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Potomac, MD and has over 3 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Potomac, MD | Jan 2021 - Current | 3 |
| Charles Schwab Bank, Ssb | Potomac, MD | Jan 2021 - Current | 3 |
| Alliance Bernstein | Washington, DC | Aug 2018 - Dec 2020 | 2 |
| Rj Reynolds | Washington, DC | Jun 2017 - Aug 2018 | 1 |
| Park At Fourteenth | Washington, DC | Nov 2017 - May 2018 | < 1 |
| Forest Lake Country Club | Columbia, SC | Feb 2017 - Jun 2017 | < 1 |
| Public House | Columbia, SC | Aug 2016 - Jun 2017 | < 1 |
| University Of South Carolina | Columbia, SC | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- DC
- MD
- VA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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