Allison Endara
Professional Summary
Allison Endara, who also goes by Allison Elizabeth Endara, Allison E Mahavier, Allison Elizabeth Mahavier, is a registered financial advisor currently at QUASAR DISTRIBUTORS, LLC located in Charlotte, North Carolina. Allison is registered as a RR (Registered Representative) and started their career in finance in 2020. Allison has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Allison Elizabeth Endara, Allison E Mahavier, Allison Elizabeth Mahavier
Similar Advisors
EQUITABLE ADVISORS, LLC
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EQUITABLE ADVISORS, LLC
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EQUITABLE ADVISORS, LLC
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
EQUITABLE ADVISORS, LLC
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
EQUITABLE ADVISORS, LLC
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
Current Firm
QUASAR DISTRIBUTORS, LLC
Contact Information
Main Address
190 Middle Street Suite 301, Portland, ME 04101Mailing Address
190 Middle Street Suite 301, Portland, ME 04101Phone Number
(866) 251-6920Established
Delaware since 01/21/2000Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | — |
| COWAN, TERESA MARIA KAZMIERSKI | PRESIDENT/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
Similar Advisors
EQUITABLE ADVISORS, LLC
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
EQUITABLE ADVISORS, LLC
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
(3/7/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
EQUITABLE ADVISORS, LLC
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC
CRS (Client Relationship Summary) - BD
Click below to view Allison Endara's CRS (Customer Relationship Summary).
Similar Advisors
EQUITABLE ADVISORS, LLC
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS
ALLSTATE FINANCIAL SERVICES, LLC