Allison E. Loring
Professional summary
Allison Elizabeth Loring, who also goes by Allison Loring, is a registered financial advisor currently at MONECO ADVISORS located in Pittsfield, Massachusetts.
Allison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Allison has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Allison Elizabeth Loring's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 29, 2023 - Present
MONECO ADVISORS
Office #1: 101 Hawthorne Ave, Pittsfield, MA 01201May 12, 2023 - December 7, 2023
WILLOW
September 20, 2013 - December 2, 2015
GE CAPITAL MARKETS, INC.
February 12, 2009 - May 4, 2011
GE CAPITAL MARKETS, INC.
Primary Firm SEC Registration
MONECO ADVISORS
CRD#: 171922 / SEC#: 801-80027
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/29/2023)
(6/11/2024)
(11/29/2023)
Exams
Current Firm
MONECO ADVISORS
CRD#: 171922 / SEC#: 801-80027
Contact information
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,130 |
| AUM (Assets Under Management) | $ 1,915,081,746 |
Red Flags
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Company Information
MONECO ADVISORS
CRD#: 171922Pittsfield, MA 01201TRUST BUT VERIFY
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