Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Reeves is a financial advisor with over 23 years of experience in the industry. Allison has a strong background in financial planning, portfolio management, and investment advisory services. Allison has been with LPL Financial LLC since February 2018. Prior to that, Allison worked at Invest Financial Corporation, Royal Alliance Associates, Inc., Dempsey Financial Network, Inc., and other financial firms. Allison is registered in multiple states including Florida, Georgia, Maryland, Michigan, Nevada, New York, South Carolina, Texas, and Virginia. Allison holds both Series 7 and Series 63 licenses, as well as a Series 65 license.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
05/20/2019 - Present
LPL Financial LLC (ATLANTA GA)
GA
05/01/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (ATLANTA GA)
GA
11/12/2008 - 04/30/2009
ROYAL ALLIANCE ASSOCIATES, INC. (ATLANTA GA)
GA
08/08/1996 - 06/04/1999
DEMPSEY FINANCIAL NETWORK, INC. (ATLANTA GA)
MA
03/16/1994 - 08/14/1996
MANEQUITY, INC. (BOSTON MA)
NY
05/27/1994 - 08/09/1996
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IA
Issued 03/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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