Michael
Allison
Newedge Advisors
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About this Advisor
Michael Allison is a financial advisor based in Saint Simons Island, Georgia, working with Newedge Advisors. Michael has previously held positions at Park Sterling Bank, Lpl Financial LLC, Wells Fargo Advisors Financial Network, LLC, Linden Thomas And Company Securities, LLC, Linden Thomas Advisory Services, LLC, Lpl Financial, LLC, Independent Advisor Alliance LLC, Park Avenue Securities, Mml Investors Services, LLC, Mass Mutual Insurance Company, Newedge Advisors, LLC, Guardian Life Insurance Company, Greenwood Capital Associates, LLC, and Willow Investments. Michael has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Michael is part of Newedge Advisors, which operates out of Saint Simons Island, Georgia. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Allison Work History
Lpl Financial LLC
Newedge Advisors, LLC
Mml Investors Services, LLC
Mass Mutual Insurance Company
Park Avenue Securities
Guardian Life Insurance Company
Lpl Financial, LLC
Independent Advisor Alliance LLC
Lpl Financial LLC
Willow Investments
Linden Thomas And Company Securities, LLC
Linden Thomas Advisory Services, LLC
Wells Fargo Advisors Financial Network, LLC
Greenwood Capital Associates, LLC
Park Sterling Bank
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Michael Allison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newedge Advisors
New Orleans, LA
Milldale, CT
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
Bellevue, WA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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