Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Barrientos is a financial advisor at Integris Wealth Management, LLC. Allison is a Certified Financial Planner with over 10 years of experience in the industry. Allison holds a Series 65 license and is registered with the state of California, Oregon and Texas. Allison specializes in financial planning and portfolio management for individuals, high net worth individuals, pension and profit sharing plans and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
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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CA
06/01/2020 - Present
Integris Wealth Management, LLC (MONTEREY CA)
IA
Issued 10/16/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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