Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Crowder is a registered Investment Advisor Representative and a General Securities Principal. Alison Crowder has been in the financial industry for over 15 years. Alison Crowder currently works for Davenport & Co. LLC. Alison Crowder is licensed to provide investment advisory services in Virginia. Alison Crowder provides financial planning, pension consulting, and educational seminars. Alison Crowder also manages portfolios for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
06/08/2022 - Present
Davenport & Co. LLC (RICHMOND VA)
IA
Issued 07/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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