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Allison Meier

Arlington Financial Advisors, LLC

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About Allison Meier

Allison Meier is a financial advisor with Arlington Financial Advisors, LLC. Allison has been in the financial services industry since February 2017 and holds the Series 7, Series 66, and SIE licenses. Allison is also a Certified Financial Planner. Allison has experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans. Allison focuses on providing financial planning, selection of other advisors, and portfolio management services.

Firm Information

Allison Meier is currently registered with Arlington Financial Advisors, LLC. Arlington Financial Advisors, LLC is an investment advisor headquartered in Santa Barbara, CA. The firm manages approximately $944.5 million in assets for 1,810 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm offers financial planning, pension consulting, and portfolio management for individuals. They also provide selection of other advisors and participate in wrap fee programs.
Arlington Financial Advisors, LLC

100 E. DE LA GUERRA ST

SANTA BARBARA, CA 93101

$944.50M

Assets Under Management

2

Total Clients

9

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Allison Meier’s Registration & Firm History

CA

10/24/2023 - Present

Arlington Financial Advisors, LLC (SANTA BARBARA CA)

CA

09/27/2018 - 10/13/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA BARBARA CA)

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Licenses & Designations

BOTH

Issued 10/26/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allison Meier.
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