Ann MallisonCRD Number: 7202726
Current Firm: Abundance Wealth Counselors, LLC
Ann Mallison (CRD# 7202726) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has 1 year of experience in the finance industry.
J. W. Cole Advisors, Inc.
Lpl Financial LLC
Mcclarren Financial Advisors
|Abundance Wealth Counselors||State College, PA||Nov 2019 - Current||2|
|The Pennsylvania State University||University Park, PA||Sep 2019 - Oct 2019||< 1|
|The Pennsylvania State University||University Park, PA||Mar 2019 - Jun 2019||< 1|
|Student||State College, PA||Aug 2016 - May 2019||2|
|The Pennsylvania State University||University Park, PA||May 2018 - Aug 2018||< 1|
|The Pennsylvania State University||University Park, PA||Jan 2018 - May 2018||< 1|
|The Pennsylvania State University||University Park, PA||May 2017 - Jul 2017||< 1|
|The Pennsylvania State University||University Park, PA||Jul 2015 - Jul 2016||1|
|The Pennsylvania State University||University Park, PA||Dec 2006 - Jul 2015||8|
Total Assets Under Management1,109MILLIONS
Total Number of Accounts1,310ACCOUNTS
Average Account Value$846,759
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, DE, FL, MD, MI, NJ, NY, PA, TX, VA
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