Allyson Trantum is a CFP-designated registered investment advisor, based in Temecula, CA, with 28 years of industry experience.
Location
27710 Jefferson Avenue, Suite 102, Temecula, CA, 92591
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Regulatory History (2)
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Customer Dispute
March 2021Settled
Employment Separation After Allegations
February 2018Other Business ActivitiesSells Insurance
Allyson is involved with fixed insurance and Allyson J Trantum CFP® Inc, dba AJT Wealth Consultants. She also serves as Finance Chair Board Member for Outdoor Adventures by Bojum and Treasurer for Rotary District 5330, dedicating minimal time to these non-investment related activities.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
February 2018 - Present · 8 yrs 2 mos
J. W. Cole Advisors, INC.
February 2018 - Present · 8 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
February 2016 - March 2018 · 2 yrs 1 mo
LPL Financial LLC
February 2016 - March 2018 · 2 yrs 1 mo
Edward Jones
October 2006 - February 2016 · 9 yrs 4 mos
Edward JonesBroker
April 2001 - February 2016 · 14 yrs 10 mos
Metlife Securities INC.Broker
June 1997 - April 2001 · 3 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
June 1997 - April 2001 · 3 yrs 10 mos
State Registrations14 states
AKARAZCACOFLMIMONCOKORTXUTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.