AL
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Allison Elizabeth Loring

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,822 clients
Average Client Portfolio
$679K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$10K
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Location

101 Hawthorne Ave, Pittsfield, MA, 01201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Allison is the Treasurer/Board Member for Berkshire Business & Professional Women, handling finances and attending meetings for a few hours per week. She also works as an organizer for Lenna Pegorari Organizing, spending up to about 10% of her time organizing clients' homes.

Employment History
Current Registrations
Moneco Advisors
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Willow
May 2023 - December 2023 · 7 mos
Ge Capital Markets, INC.Broker
September 2013 - December 2015 · 2 yrs 3 mos
Ge Capital Markets, INC.Broker
February 2009 - May 2011 · 2 yrs 3 mos
State Registrations3 states
CTMATX
Advisor
Exams
No exam information available for this advisor.
Allison Elizabeth Loring - Financial Advisor | TrueAdvisor