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Allison Elizabeth Loring

Moneco Advisors

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About Allison Elizabeth Loring

Allison Elizabeth Loring is a financial advisor who is licensed to practice in Connecticut, Massachusetts, and Texas. Allison is a registered representative of Moneco Advisors. Moneco Advisors is an independent financial advisor offering financial planning and portfolio management services to individuals and small businesses. Allison specializes in serving clients with specific needs such as retirement planning, college savings, and estate planning. Allison has over 10 years of experience in the financial services industry.

Firm Information

Allison Loring is currently registered with Moneco Advisors. Moneco Advisors is a financial advisory firm headquartered in Fairfield, CT, with a team of over 40 professionals providing financial planning, portfolio management, and other advisory services to a range of clients, including individuals, families, businesses, charitable organizations, and pension plans. The firm has approximately $1.5 billion in regulatory assets under management, and it is a participant in wrap fee programs.
Moneco Advisors

2150 POST ROAD, SUITE 201

FAIRFIELD, CT 06824

$1.47B

Assets Under Management

27

Total Clients

32

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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lpl financial sponsored advisory programs

Lpl financial sponsored advisory programs

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Allison Loring’s Registration & Firm History

MA

11/29/2023 - Present

Moneco Advisors (Pittsfield MA)

NY

09/20/2013 - 12/02/2015

GE CAPITAL MARKETS, INC. (NEW YORK NY)

NY

02/12/2009 - 05/04/2011

GE CAPITAL MARKETS, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/11/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2013

Series 7 - General Securities Representative Examination

BC

Issued 09/20/2013

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allison Elizabeth Loring.
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