Allison Kistler is a CFP-designated registered investment advisor, based in Mclean, VA, with 11 years of industry experience. Allison is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1800 Tysons Blvd, Suite 380, Mclean, VA, 22102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Allison is an Investment Advisor Representative at Steward Partners Investment Advisory LLC since 2018, dedicating minimal time. She also works part-time as a speaker for the National Institute of Transition Planning (NITP), spending a few hours per week on employee education seminars for retirement planning.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations42 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.
Exams
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