Ann Mallison, financial advisor State College PA

Ann Mallison

CRD 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.

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Company Name Location Dates Years
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

Ann Mallison has no recent exams reported.
Contact Info for Ann L. Mallison
Phone Number: 814.861.3810
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,109
    MILLIONS
  • Total Number of Accounts
    1,310
    ACCOUNTS
  • Average Account Value
    $846,759
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States

CA, DE, FL, MD, MI, NJ, NY, PA, TX, VA

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