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AC

Allison T. Covington

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CRD#: 4360472
AC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Allison Tunnicliff Covington, who also goes by Allison Tunnicliff Covington, Allison Covington, Allison Covington Ferguson, Allison Ferguson, was a registered financial professional .

Allison is a previously registered financial professional and started their career in finance in 2001. Allison had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Allison Tunnicliff Covington | Allison Covington | Allison Covington Ferguson | Allison Ferguson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 25, 2020 - December 31, 2022

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
Aliso Viego, CA
Past

January 24, 2020 - April 1, 2020

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
NEWPORT BEACH, CA
Past

November 27, 2019 - January 17, 2020

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
SAN DIEGO, CA
Past

November 26, 2019 - January 17, 2020

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
SAN DIEGO, CA
Past

May 17, 2017 - November 20, 2019

OSAIC SERVICES, INC.

RIA
CRD#: 133763
NEWPORT BEACH, CA
Past

May 17, 2017 - November 20, 2019

OSAIC SERVICES, INC.

BD
CRD#: 133763
NEWPORT BEACH, CA
Past

April 7, 2017 - May 22, 2017

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
NEWPORT BEACH, CA
Past

April 6, 2017 - May 22, 2017

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEWPORT BEACH, CA
Past

January 6, 2012 - April 3, 2017

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
ORANGE, CA
Past

January 6, 2012 - April 3, 2017

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
ORANGE, CA
Past

October 17, 2007 - January 6, 2012

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA
CRD#: 139233
LAGUNA HILLS, CA
Past

April 4, 2003 - January 6, 2012

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
LAGUNA HILLS, CA
Past

March 22, 2001 - May 10, 2001

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/4/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FF
FORTUNE FINANCIAL SERVICES, INC.
FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150 / SEC#: , 8-49727

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
3582 Brodhead Road Suite 202, Monaca, PA 15061
Mailing Address
P.o. Box 238, Monaca, PA 15061
Phone number
(724) 846-2488
Established
Pennsylvania since 10/21/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DANIELS, BLAKE WILLIAMCHAIRMAN OF THE BOARD; SECRETARY;TREASURER;CFO1285106
DANIELS, BRIAN LEEOWNER1213561
BENTLEY, GREGORY JOHNPRESIDENT, CHIEF EXECUTIVE OFFICER705379
PINTARIC, WILLIAM RICHARD JRCHIEF COMPLIANCE OFFICER
WHITENACK, MITCH LEECHIEF OPERATIONS OFFICER, FINOP, PFO, POO4794021

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

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