Allyson
Eslinger
Facet
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About this Advisor
Allyson Eslinger is a certified financial planner based out of Baltimore, Maryland with a total of 1 year of relevant experience. Eslinger is an advisor for Facet. Over the course of their career, Eslinger has held roles at The Vanguard Group, Inc, Eau Claire Memorial High School, University Of Minnesota - Twin Cities, Caribou Coffee, University Of Wisconsin - Madison, University Of Wisconsin Colleges, Bankers' Bank, Target and Facet Wealth, Inc. Eslinger maintains a Series 63 license, qualifying them as a securities broker, and is approved to work in Texas and Wisconsin. Facet is a business headquartered in Baltimore, MD. It handles $2 billion in assets under management across its 18,571 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 18,571 customer accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in investable assets. Facet has a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically are based on the services provided. However, fee types charged by Facet typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Facet Brokerage Details
$1,654,740,781
275
18,571
$89,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Allyson Eslinger Work History
Allyson has been registered as a financial advisor for 1 years.*
Facet Wealth, Inc
Facet Wealth, Inc
The Vanguard Group, Inc
Bankers' Bank
University Of Wisconsin Colleges
University Of Wisconsin - Madison
Caribou Coffee
University Of Wisconsin - Madison
University Of Wisconsin - Madison
Caribou Coffee
Caribou Coffee
University Of Minnesota - Twin Cities
Target
Eau Claire Memorial High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Allyson Eslinger 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 Facet
Lafayette, CO
Baltimore, MD
Baltimore, MD
Baltimore, MD
Enterprise, UT
Rock Hill, SC
Baltimore, MD
Baltimore, MD
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
