Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Kvikstad is an investment advisor representative with Beacon Pointe Advisors, LLC. Allison has been in the financial industry since 1996 and has experience in various areas of financial services, including portfolio management, financial planning, and retirement planning. Allison holds a Series 7, Series 63, and Series 65 license and is a Certified Financial Planner. Allison is committed to providing her clients with personalized financial advice that helps them achieve their financial goals. Allison specializes in providing financial advice to high-net-worth individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
1
2
CA
01/09/2025 - Present
Beacon Pointe Advisors, LLC (ALAMEDA CA)
CA
02/22/2000 - 04/30/2002
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
CA
06/14/1996 - 02/24/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 07/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Allison Kvikstad is the right advisor for you? Invested Better is here to help.
