Allison Mccarty is a CFP-designated registered investment advisor, based in Rockville, MD, with 18 years of industry experience.
Location
2101 Gaither Rd, Ste 600, Rockville, MD, 20850
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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.
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Allison is an instructor at Montgomery College Lifelong Learning Institute, teaching a class on retirement planning since September 2023. This activity requires minimal time each week and is not investment-related.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations29 states
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