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Alyson Jane Maher

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
730 advisors
Number of Clients
131,206 clients
Average Client Portfolio
$284K average
Assets Under Management
$37.3B

Fee Structure

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Location

415 West 4th Street, Jamestown, NY, 14701

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Alyson operates her LPL business through Hansen Financial Group and Bayview Financial Group, and provides investment advisory services through Private Advisor Group, LLC. These activities are all investment-related and take up nearly all of Alyson's time.

Employment History
Current Registrations
Private Advisor Group, LLC
April 2018 - Present · 7 yrs 10 mos
LPL Financial LLCBroker
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2014 - March 2018 · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
November 2013 - March 2018 · 4 yrs 4 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alyson Jane Maher - Financial Advisor | TrueAdvisor