Allison Becker
Allison Becker is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Simsbury, CT, with 8 years of industry experience. Allison is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
963 Hopmeadow Street, Simsbury, CT, 06070-1824
Get directionsHistory
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 Activities
Allison is involved with Honey Badger Management since 2018, dedicating 60 hours per month, including time during trading hours. This activity is investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations19 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
More Advisors
- Leigh King, CFPAmeriprise Financial Services, LLC
- Craig Taylor, CFPGradient Advisors, LLC
- David Chapin, CFP, ChFCStrategic Advisers LLC
- Matthew Dreier, ChFCWellspring Financial, LLC
- Timothy Patterson, CFPEdward Jones