Michael Allison (CRD# 7425799) is an Investment Advisor Representative working at Investment Research Partners in Saratoga Springs, NY and has 1 year of experience in the finance industry. Michael Allison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Research Partners | Lemont, PA | Mar 2024 - Current | < 1 |
| New Lantern Capital, LLC | Saratoga Springs, NY | Dec 2022 - Mar 2024 | 1 |
| New Lantern Advisors | Saratoga Springs, NY | Dec 2021 - Mar 2024 | 2 |
| Eaton Vance Management | Boston, MA | Jun 2000 - Dec 2021 | 21 |
- NY
- PA
-
Total Assets Under Management301MILLIONS
-
Total Number of Accounts605ACCOUNTS
-
Average Account Value$497,193
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
NY, PA
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