Allison GregoryCRD Number: 4891387
Current Firm: Truist Advisory Services, Inc.
Allison Gregory (CRD# 4891387) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Richmond, VA and has over 3 years of experience in the finance industry.
Mml Investors Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
|Truist Investment Services||Richmond, VA||Apr 2021 - Current||< 1|
|Truist Bank||Richmond, VA||Apr 2021 - Current||< 1|
|Wells Fargo Clearing Services||Richmond, VA||May 2018 - Apr 2021||2|
|Wells Fargo Bank||Richmond, VA||May 2018 - Apr 2021||2|
|Wells Fargo Bank||Richmond, VA||Jun 2016 - May 2018||1|
|Wells Fargo Bank||The Woodlands, TX||May 2013 - Jun 2016||3|
|First Citizens Securities Corp||Columbia, SC||Apr 2012 - May 2013||1|
|First Citizens Bank And Trust Of Sc||Columbia, SC||Jul 2011 - May 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2018|
Total Assets Under Management53,898MILLIONS
Total Number of Accounts124,678ACCOUNTS
Average Account Value$432,299
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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