Allyson Eisenhower (CRD# 5453247) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bellevue, WA and has over 15 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Bellevue, WA | Jan 2020 - Current | 4 |
| Charles Schwab Bank | Sacramento, CA | May 2019 - Oct 2019 | < 1 |
| Charles Schwab And Company, Inc. | Sacramento, CA | May 2019 - Oct 2019 | < 1 |
| Pavilion Alternatives Group | Sacramento, CA | Jul 2017 - May 2019 | 1 |
| Empirical Wealth Management, LLC | Seattle, WA | Sep 2015 - Jun 2017 | 1 |
| Unemployed | Seattle, WA | Feb 2015 - Sep 2015 | < 1 |
| Lpl Financial LLC | Seattle, WA | Sep 2014 - Feb 2015 | < 1 |
| Charles Schwab & Co, Inc. | Seattle, WA | Jun 2008 - Sep 2014 | 6 |
| Charles Schwab Bank | Seattle, WA | Jun 2008 - Sep 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- TX
- WA
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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