Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Dunlap is a registered investment advisor representative (IAR) with Harbour Capital Advisors, LLC. Allison has been working in the financial industry since 2011 and is currently based in Tysons Corner, VA. Allison specializes in providing financial planning and investment management services for high-net-worth individuals and families. She is also an active member of the Quantum Partners advisory board. Allison holds a Series 65 license and has over 10 years of experience in the investment industry.
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.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
A percentage of the total value of assets under management is charged.
1
2
VA
01/25/2022 - Present
Harbour Capital Advisors, LLC (TYSONS CORNER VA)
IA
Issued 02/17/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Allison Dunlap is the right advisor for you? Invested Better is here to help.
