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Allyson Elaine Eslinger

Facet

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About Allyson Elaine Eslinger

Allyson Eslinger is a financial advisor with Facet Wealth, Inc. based in Baltimore, MD. Allyson has been in the industry for over 2 years. Allyson holds Series 63, Series 7TO, and SIE licenses and is a Certified Financial Planner. Allyson's current registrations include Texas and Wisconsin. Allyson previously worked at Vanguard Marketing Corporation in Charlotte, NC. Allyson is experienced in providing financial planning and portfolio management for individuals.

Firm Information

Allyson Eslinger is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

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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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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Allyson Eslinger’s Registration & Firm History

WI

10/03/2022 - Present

Facet (Milwaukee WI)

NC

09/16/2020 - 04/23/2021

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 09/24/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allyson Elaine Eslinger.
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