Allison Kapadia, financial advisor San Dimas CA

Allison Kapadia

CRD Number: 6624083
Current Firm: Lincoln Investment

Allison Kapadia (CRD# 6624083) is an Investment Advisor Representative working at Lincoln Investment in San Dimas, CA and has over 3 years of experience in the finance industry.

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Householder Group Estate & Retirement Specialists
Company Name Location Dates Years
K2 Financial Inc. San Dimas, CA Apr 2019 - Current 2
Lincoln Investment San Dimas, CA Apr 2018 - Current 3
Lincoln Investment San Dimas, CA May 2017 - Current 4
California Prep Academy Costa Mesa, CA Mar 2016 - Current 5
Legend Advisory, LLC San Dimas, CA Apr 2018 - Sep 2019 1
Legend Equities Corporation Palm Beach Gardens, FL Mar 2016 - Jan 2017 < 1
Opportunities For Learning Pasadena, CA Jun 2006 - Mar 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Allison R. Kapadia
Phone Number: 215-887-8111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15,287
    MILLIONS
  • Total Number of Accounts
    178,912
    ACCOUNTS
  • Average Account Value
    $85,442
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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