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David Lindsey Allison

ALLISON INVESTMENT MANAGEMENT, LLC·COLUMBIA, South Carolina
Unclaimed Profile
1201 LINCOLN STREET, COLUMBIA, SC 29201CRD# 4442492Firm CRD# 124645
01

About

David Lindsey Allison is a registered financial advisor based in COLUMBIA, South Carolina, affiliated with ALLISON INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALLISON INVESTMENT MANAGEMENT, LLC
ALLISON INVESTMENT MANAGEMENT, LLC
AUM
$122M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ALLISON INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4442492
Firm CRD# 124645
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Lindsey Allison offer?
David Lindsey Allison specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, South Carolina for a consultation.
What are David Lindsey Allison's credentials?
David Lindsey Allison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lindsey Allison located?
David Lindsey Allison is based in COLUMBIA, South Carolina, working with ALLISON INVESTMENT MANAGEMENT, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does David Lindsey Allison charge for services?
David Lindsey Allison's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLISON INVESTMENT MANAGEMENT, LLC?
ALLISON INVESTMENT MANAGEMENT, LLC has approximately 2 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCHARLESTON GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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