Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Gregory is a financial advisor with Truist Advisory Services, Inc. Allison has over 13 years of experience in the financial services industry. She is a registered representative and investment advisor representative and is licensed to provide financial advice in Colorado, Connecticut, District of Columbia, Florida, Georgia, Maine, Maryland, New Mexico, North Carolina, South Carolina, Tennessee, Texas, Virginia, Washington and Wyoming. Allison has a strong track record of providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, families, and businesses. She is committed to helping clients achieve their financial goals through a personalized approach. She has held previous positions at Wells Fargo Clearing Services, LLC and SunTrust Investment Services, Inc. Allison holds a Series 66, Series 7 and SIE 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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
VA
04/30/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTESVILLE VA)
VA
07/11/2018 - 05/05/2021
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
SC
04/11/2012 - 07/01/2013
FIRST CITIZENS SECURITIES CORPORATION (COLUMBIA SC)
SC
02/01/2006 - 05/13/2011
SUNTRUST INVESTMENT SERVICES, INC. (CHARLESTON SC)
CA
01/01/2005 - 01/13/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 08/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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