Alison Painter is a CFP, PFS-designated registered investment advisor, based in Oldsmar, FL, with 28 years of industry experience.
Location
4056 Tampa Rd, Oldsmar, FL, 34677
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alison is a managing member of Motors & More LLC, and a trustee for the Virginia Salerno Trust, dedicating minimal time to each. She also shares office space with Faulkner Law Firm, sells insurance through Avantax Insurance Agency, and owns Alison Painter & Associates, a CPA and building owner.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
William R. Hough & CO., INC
William R. Hough & CO.Broker
Rogan & Associates
Rogan & Associates, INC.Broker
State Registrations5 states
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.