Asa Alliston (CRD# 5293683) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 9 years of experience in the finance industry.
CRD# 2187256
Cetera Advisors LLC
Score
96
CRD# 4546256
Elwood & Goetz Wealth Advisory Group, LLC
Score
96
CRD# 3060534
State Farm Investment Management Corp.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trademark Capital Management, Inc. | Bogart, GA | Jan 2014 - Current | 3 |
| Stadion Money Management | Watkinsville, GA | Aug 2002 - Oct 2013 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2007 |
- GA
-
Total Assets Under Management157MILLIONS
-
Total Number of Accounts188ACCOUNTS
-
Average Account Value$834,589
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CO, FL, GA, IA, LA, MN, OH, TX, WA, WI
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