David Alison, financial advisor Westlake OH

David Alison

CRD Number: 5425119
Current Firm: Prosperity Capital Advisors

David Alison (CRD# 5425119) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 16 years of experience in the finance industry. David Alison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Valor Capital Management, LLC Westlake, OH Mar 2018 - Current 6
C2p Enterprises, LLC Westlake, OH Feb 2017 - Current 7
Alison Wealth Management (d.b.a. For Advisory Business) Westlake, OH Nov 2014 - Current 9
C2p Capital Advisory Group, Llc Dba Prosperity Capital Advisors Westlake, OH Mar 2011 - Current 13
Clarity 2 Prosperity, LLC Westlake, OH Jan 2011 - Current 13
C2p Advisory Group, LLC Westlake, OH Jan 2011 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for David M. Alison
Phone Number: 440-875-6555
Registered State(s):
  • CA
  • GA
  • OH
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    1,712
    MILLIONS
  • Total Number of Accounts
    7,565
    ACCOUNTS
  • Average Account Value
    $226,362
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA

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