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Allison Carol Irving

Irving Planning & Investments, Ltd.

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About Allison Carol Irving

Allison Irving is a financial advisor with over 10 years of experience in the industry. Allison has passed both the Series 65 and Series 63 exams and has worked with Charles Schwab & Co., Inc. and currently with Irving Planning & Investments, Ltd.. Allison provides financial planning and portfolio management services to individuals. Allison has a strong track record of success in helping clients reach their financial goals and is committed to providing personalized service to each of her clients.

Firm Information

Allison Irving is currently registered with Irving Planning & Investments, Ltd.. Irving Planning & Investments, Ltd. is a Registered Investment Advisor with 1 licensed agent and 2 investment adviser representatives. The firm manages $65,971,056 in assets for 352 clients. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals.

$65.97M

Assets Under Management

Not reported

Total Clients

2

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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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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Allison Irving’s Registration & Firm History

CO

12/07/2022 - Present

Irving Planning & Investments, Ltd. (CENTENNIAL CO)

CO

07/18/2012 - 11/29/2016

CHARLES SCHWAB & CO., INC. (LONE TREE CO)

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Licenses & Designations

IA

Issued 12/07/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/22/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/29/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allison Carol Irving.
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