Asa Alliston (CRD# 5293683) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 10 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 | 4 |
| 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 Management163MILLIONS
-
Total Number of Accounts223ACCOUNTS
-
Average Account Value$732,079
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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
FL, GA, IA, LA, MN, TX, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.