Allison TaylorCRD Number: 5045062
Current Firm: Ameriprise Financial Services, LLC
Allison Taylor (CRD# 5045062) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 15 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Ameriprise Financial Services, LLC||Vienna, VA||Dec 2020 - Current||1|
|Oppenheimer & Company Inc.||Vienna, VA||Sep 2016 - Dec 2020||4|
|Suntrust Advisory Services||Atlanta, GA||Sep 2016 - Sep 2016||< 1|
|Suntrust Investment Services, Inc.||Vienna, VA||Jan 2010 - Sep 2016||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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