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Alison Frances Dellinger

Tiaa-Cref Individual & Institutional Services, LLC

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About Alison Frances Dellinger

Alison Dellinger is a financial advisor with Tiaa-cref Individual & Institutional Services, LLC. Alison has been in the financial services industry since 1999. Alison is licensed to sell securities in North Carolina. Alison has a broad range of experience in the financial services industry, and is committed to providing her clients with personalized financial advice and guidance. Alison is committed to providing her clients with the highest level of service and is dedicated to helping them achieve their financial goals.

Firm Information

Alison Dellinger is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Alison Dellinger’s Registration & Firm History

NC

10/14/2009 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)

NC

01/03/2006 - 09/04/2008

E*TRADE SECURITIES LLC (CHARLOTTE NC)

NJ

11/11/1999 - 12/31/2005

HARRISDIRECT LLC (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 11/06/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2000

Series 4 - Registered Options Principal Examination

BC

Issued 05/13/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alison Frances Dellinger.
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