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Allison Harvill Parsons

Truist Investment Services, Inc.

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About Allison Harvill Parsons

Allison Parsons is a financial professional with over 30 years of experience in the securities industry. Allison is currently registered with Truist Investment Services, Inc. in Virginia and is a Registered Principal. Allison has a broad range of experience in the financial services industry, including municipal securities, options, and general securities. Allison holds the Series 7, 24, 4, 53, 63, 99TO, and SIE licenses.

Firm Information

Allison Parsons is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

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.

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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Allison Parsons’s Registration & Firm History

VA

05/26/2000 - Present

Truist Investment Services, Inc. (RICHMOND VA)

VA

05/23/1986 - 05/26/2000

CRESTAR SECURITIES CORPORATION (RICHMOND VA)

NA

10/22/1985 - 07/18/1986

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 11/12/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/1988

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/13/1986

Series 4 - Registered Options Principal Examination

BC

Issued 09/23/1986

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allison Harvill Parsons.
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