Rebekah L. Allison
Professional summary
Rebekah Lovgren Allison, CFP®, who also goes by Becky Allison, Rebekah Allison Hammerlund, is a registered financial advisor currently at ALLISON & COMPANY FINANCIAL COUNSELORS, LLC located in Glendale, Wisconsin.
Rebekah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Rebekah has worked at 2 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rebekah Lovgren Allison's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1997
Experience
April 19, 2004 - Present
ALLISON & COMPANY FINANCIAL COUNSELORS, LLC
Office #1: 250 West Coventry Court Suite 203, Glendale, WI 53217May 30, 1991 - December 21, 2000
DISTRIBUTION SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/19/2004)
Exams
Current Firm
ALLISON & COMPANY FINANCIAL COUNSELORS, LLC
CRD#: 129665 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 53 |
| AUM (Assets Under Management) | $ 50,540,312 |
Red Flags
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Company Information
ALLISON & COMPANY FINANCIAL COUNSELORS, LLC
CRD#: 129665Glendale, WI 53217TRUST BUT VERIFY
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