Asa AllistonCRD Number: 5293683
Current Firm: Trademark Capital Management Inc.
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.
Cetera Advisors LLC
Elwood & Goetz Wealth Advisory Group, LLC
State Farm Investment Management Corp.
|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|
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)
- 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
FL, GA, IA, LA, MN, TX, WI