AI
CFP
AI
CFP

Allison Ingles

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

2950 S. State Street, Suite 340, Ann Arbor, MI, 48104

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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 operates her LPL business under the name Evangelista & Associates. She is also an investment advisor representative (IAR) with Capital Asset Advisory Services, LLC, spending nearly full-time on this activity, and with CG Advisory Services, dedicating minimal time.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2023 - Present · 2 yrs 10 mos
Cg Advisory Services
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Geneos Wealth Management, INC.Broker
October 2021 - April 2023 · 1 yr 6 mos
Cg Advisory Services
January 2018 - October 2021 · 3 yrs 9 mos
Geneos Wealth Management, INC.Broker
October 2017 - October 2021 · 4 yrs
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allison Ingles - Financial Advisor | TrueAdvisor