Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Rawls Boyd is an investment advisor representative with Edelman Financial Engines. Allison has over 10 years of experience in the financial services industry and holds the Series 7, Series 63, Series 65 and Series 24 licenses. Allison has worked for several firms including EF Legacy Securities, LLC, Sanders Morris Harris LLC, and Sanders Morris Harris Inc. Allison has a history of providing financial planning and investment advisory services to individuals and businesses. Allison specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (HENRICO VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (HENRICO VA)
VA
01/24/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (HENRICO VA)
IA
Issued 12/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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