Allison Baines
Allison Baines is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Atlanta, GA, with 10 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 Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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 | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
577 Ralph McGill Blvd NE, Atlanta, GA, 30312
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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
Allison is an independent contractor for Oxygen Financial Tax and Business, offering online account aggregation and tax services, dedicating minimal time to this. Allison is also an insurance agent for Oxygen Financial Insurance and an employee of CIRCLE 285, LLC, selling life, disability, and long-term care insurance, spending minimal time on these activities.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
State Registrations40 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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