Allyson PutzCRD Number: 5431743
Current Firm: Edward Jones
Allyson Putz (CRD# 5431743) is an Investment Advisor Representative working at Edward Jones in Webster Groves, MO and has over 6 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones Investments||Saint Louis, MO||Oct 2007 - Current||9|
|Unemployed||Webster Groves, MO||Jul 2007 - Oct 2007||< 1|
|Corestaff Services||St Louis, MO||Dec 2006 - Jul 2007||< 1|
|Full Time Education||St Charles, MO||Aug 2006 - Dec 2006||< 1|
|Verizon Communications||Wentzville, MO||Oct 2000 - Aug 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)