AdvisorOS Directory
Claim Profile
JA

John Edward Allison

ALLISON INVESTMENT MANAGEMENT, LLC·COLUMBIA, South Carolina
Unclaimed Profile
1201 LINCOLN STREET, COLUMBIA, SC 29201CRD# 858095Firm CRD# 124645
01

About

John Edward 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# 858095
Firm CRD# 124645
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in COLUMBIA?

Browse all registered financial advisors in COLUMBIA, South Carolina or claim this profile if it's yours.

Browse COLUMBIA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Edward Allison offer?
John Edward Allison specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, South Carolina for a consultation.
What are John Edward Allison's credentials?
John Edward Allison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Edward Allison located?
John Edward 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 John Edward Allison charge for services?
John Edward 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in COLUMBIA
Jeb Stuart Zoller — DAVINCI FINANCIAL DESIGNS LLCCheryl Rene Holland — ABACUS PLANNING GROUP, INC.Charles Warren Hammer — ABACUS PLANNING GROUP, INC.Fowler William Cary — CCM INVESTMENT ADVISERS, LLCJoy Jones Watkins — ANCHOR INVESTMENT MANAGEMENT, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile