Allyson Trantum, financial advisor Temecula CA

Allyson Trantum

CRD Number: 2896970
Current Firm: J. W. Cole Advisors, Inc.

Allyson Trantum (CRD# 2896970) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Temecula, CA and has over 23 years of experience in the finance industry. Allyson Trantum 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.

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Professional Designations
Company Name Location Dates Years
J.w. Cole Advisors, Inc. Tampa, FL Feb 2018 - Current 2
J.w. Cole Financial, Inc. Tampa, FL Feb 2018 - Current 2
Lpl Financial, LLC Temecula, CA Feb 2016 - Feb 2018 2
Edward Jones St Louis, MO Apr 2001 - Jan 2016 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1997
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Allyson J. Trantum
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,219
    MILLIONS
  • Total Number of Accounts
    16,488
    ACCOUNTS
  • Average Account Value
    $195,216
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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