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Rachel Catherine Allison

PUFF WEALTH MANAGEMENT LLC·HADDONFIELD, New Jersey
SIE, Series 65Clean record2 years registeredPUFF WEALTH MANAGEMENT LLC
205 N HADDON AVE, HADDONFIELD, NJ 08033-2322CRD# 7920297Firm CRD# 298177

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rachel Catherine Allison · HADDONFIELD, NJ
Registration
CRD #7920297 · PUFF WEALTH MANAGEMENT LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

HADDONFIELD FINANCIAL PLANNING LLC
May 2024 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 65
Registration record
First registered · May 22, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PUFF WEALTH MANAGEMENT LLC
CRD 298177 · SEC 801-131694
AUM
$104M
Regulatory assets under management
Employees
3
484 client accounts
Services offered by PUFF WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PUFF WEALTH MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Rachel Catherine Allison offer?
Rachel Catherine Allison specializes in Financial Planning, Investment Management. Contact their office in HADDONFIELD, New Jersey for a consultation.
What are Rachel Catherine Allison's credentials?
Rachel Catherine Allison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Catherine Allison located?
Rachel Catherine Allison is based in HADDONFIELD, New Jersey, working with PUFF WEALTH MANAGEMENT LLC. Their office serves clients in the HADDONFIELD metropolitan area and surrounding communities.
How does Rachel Catherine Allison charge for services?
Rachel Catherine Allison'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 PUFF WEALTH MANAGEMENT LLC?
PUFF WEALTH MANAGEMENT LLC has approximately 3 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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HADDONFIELD, NJ

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