Asa Alliston, financial advisor Athens GA

Asa Alliston

CRD Number: 5293683
Current Firm: Charles Schwab & Company, Inc.

Asa Alliston (CRD# 5293683) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Athens, GA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Athens, GA Dec 2017 - Current 6
Lincoln Financial Advisors Athens, GA Jun 2017 - Dec 2017 < 1
Unemployed Athens, GA Jan 2017 - Jun 2017 < 1
Trademark Capital Management, Inc. Bogart, GA Jan 2014 - Jan 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2007
S63 Uniform Securities State Law Examination Jul 2017
Contact Info for Asa C. Alliston
Phone Number: 415-667-7000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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