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Allison Lorne Icardi

Truist Investment Services, Inc.

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About Allison Lorne Icardi

Allison Icardi is a financial advisor with Truist Investment Services, Inc. Allison has been in the industry since 2009 and has experience in helping clients with their financial planning needs. Allison is licensed to sell securities in the District of Columbia. Allison holds the Series 7 and SIE licenses. Allison is also licensed in the state of Virginia, however, is currently not registered in the state. Allison is currently not registered in the state of Virginia. Prior to joining Truist Investment Services, Allison worked at BB&T SECURITIES, LLC and Scott & Stringfellow, LLC.

Firm Information

Allison Icardi 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 Icardi’s Registration & Firm History

DC

02/17/2021 - Present

Truist Investment Services, Inc. (WASHINGTON DC)

DC

11/16/2009 - 02/17/2021

BB&T SECURITIES, LLC (WASHINGTON DC)

VA

11/16/2009 - 01/02/2013

SCOTT & STRINGFELLOW, LLC (RICHMOND VA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allison Lorne Icardi.
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