Unclaimed Profile

Asa Clayton Alliston

TRADEMARK CAPITAL MANAGEMENT INC.·WATKINSVILLE, Georgia

SIE, Series 6, Series 7, Series 63, Series 65Clean record17 years registeredTRADEMARK CAPITAL MANAGEMENT INC.

1551 JENNINGS MILL ROAD, WATKINSVILLE, GA 30677CRD# 5293683Firm CRD# 214512

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Asa Clayton Alliston · WATKINSVILLE, GA

Registration

CRD #5293683 · TRADEMARK CAPITAL MANAGEMENT INC. · 17 years registered

Brand Profile

Not yet started

Career History

CHARLES SCHWAB & CO., INC.

Mar 2018 – present

CHARLES SCHWAB & CO., INC.

Feb 2018 – present

LINCOLN FINANCIAL ADVISORS CORPORATION

Aug 2017 – Jan 2018

Athens, GA

TRADEMARK CAPITAL MANAGEMENT INC.

Aug 2015 – Aug 2017

WATKINSVILLE, GA

TRADEMARK CAPITAL MANAGEMENT INC

Jun 2014 – Sep 2015

WATKINSVILLE, GA

STADION MONEY MANAGEMENT, LLC

Sep 2008 – Nov 2013

WATKINSVILLE, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · September 12, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRADEMARK CAPITAL MANAGEMENT INC.

CRD 214512 · SEC 801-100363

AUM

$209M

Regulatory assets under management

Employees

434 client accounts

Services offered by TRADEMARK CAPITAL MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRADEMARK CAPITAL MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Asa Clayton Alliston offer?

Asa Clayton Alliston specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WATKINSVILLE, Georgia for a consultation.

What are Asa Clayton Alliston's credentials?

Asa Clayton Alliston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Asa Clayton Alliston located?

Asa Clayton Alliston is based in WATKINSVILLE, Georgia, working with TRADEMARK CAPITAL MANAGEMENT INC.. Their office serves clients in the WATKINSVILLE metropolitan area and surrounding communities.

How does Asa Clayton Alliston charge for services?

Asa Clayton Alliston's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRADEMARK CAPITAL MANAGEMENT INC.?

TRADEMARK CAPITAL MANAGEMENT INC. has approximately 10 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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