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AS

Allison E. Stewart

OMEGA FINANCIAL INVESTMENTS & INSURANCE
Kirkland, WA 98033
Some features on this profile are disabled
CRD#: 6169620
AS

Professional summary

Allison Elizabeth Stewart, who also goes by Allison Elizabeth Keebler, is a registered financial advisor currently at OMEGA FINANCIAL INVESTMENTS & INSURANCE located in Kirkland, Washington.

Allison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Allison has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Allison Elizabeth Keebler

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) - RIA

Click below to view Allison Elizabeth Stewart's CRS (Customer Relationship Summary).

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

Current

May 2, 2013 - Present

OMEGA FINANCIAL INVESTMENTS & INSURANCE

Office #1: 10829 Ne 68th St. Suite 201, Kirkland, WA 98033
RIA
CRD#: 125381
Kirkland, WA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(5/2/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/1/2013
Uniform Investment Adviser Law Examination

Current Firm

OF
OMEGA FINANCIAL INVESTMENTS & INSURANCE
OMEGA FINANCIAL & INSURANCE SERVICES | OMEGA FINANCIAL SERVICES | OMEGA FINANCIAL INVESTMENTS AND INSURANCE SERVICES | OMEGA FINANCIAL INVESTMENTS AND INSURANCE | OMEGA FINANCIAL INVESTMENTS & INSURANCE | OMEGA FINANCIAL CORPORATION, INC. | OMEGA FINANCIAL CORPORATION | OMEGA FINANCIAL AND INSURANCE SERVICES

CRD#: 125381 / SEC#:

Washington
Registered Investment Advisory firm - (7/13/2007 Approved)
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Contact information

Main Address
10829 Ne 68th St. Suite 201, Kirkland, WA 98033
Mailing Address
Phone number
(425) 822-5722
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts215
AUM (Assets Under Management)$ 70,252,317

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

OMEGA FINANCIAL INVESTMENTS & INSURANCE

CRD#: 125381Kirkland, WA 98033

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