linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Allyson Davenport Gilbert

CU Investment Solutions LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Allyson? Claim Your Profile

About Allyson Davenport Gilbert

Allyson Davenport Gilbert is a financial advisor who has been in the industry since 2006. Allyson is currently registered with CU Investment Solutions LLC in Irondale, AL. Prior to that, Allyson worked with Multi-Bank Securities, Inc., Sea Port Group Securities, LLC, United Planners' Financial Services of America A Limited Partner, Wells Fargo Advisors Financial Network, LLC, and Sterne, Agee & Leach, Inc..

Firm Information

Allyson Gilbert is currently registered with CU Investment Solutions LLC. CU Investment Solutions LLC is a Limited Liability Company based in Delaware, formed in June 2011. They provide non-discretionary investment advisory services for institutional clients. They are registered with the SEC and in 25 states.

Not reported

Assets Under Management

3

Total Clients

33

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.

check

non discretionary investment advisory for institutional clients

Non discretionary investment advisory for institutional clients

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.

check

fixed fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Allyson Gilbert’s Registration & Firm History

AL

04/29/2016 - Present

CU Investment Solutions LLC (Irondale AL)

AL

09/21/2012 - 05/02/2016

MULTI-BANK SECURITIES, INC. (IRONDALE AL)

AL

03/12/2012 - 04/25/2012

SEA PORT GROUP SECURITIES, LLC (IRONDALE AL)

AL

11/23/2010 - 03/12/2012

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (IRONDALE AL)

AL

04/16/2009 - 11/29/2010

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (VESTAVIA HILLS AL)

AL

09/04/2007 - 04/23/2009

UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)

AL

11/07/2005 - 08/14/2007

STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)

Not sure if Allyson Davenport Gilbert is right for you?

Licenses & Designations

BOTH

Issued 06/20/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allyson Davenport Gilbert.
Not sure if Allyson Davenport Gilbert is right for you?