Allison Kent-AsterCRD Number: 2047679
Current Firm: Alamo Capital
Allison Kent-Aster (CRD# 2047679) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 24 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Lowery Thomas, LLC
|Alamo Capital||Walnut Creek, CA||Feb 2006 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management48MILLIONS
Total Number of Accounts9ACCOUNTS
Average Account Value$5,297,222
- A percentage of assets under your management
- 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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