Allie Starr is a registered investment advisor, based in San Rafael, CA, with 4 years of industry experience.
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Allie is involved in several investment-related businesses, including BLS Wealth Management, HUB International as a Relationship Manager, and Global Retirement Partners. These activities, including administrative support, take up a significant amount of Allie's time, approximately full-time.
Employment History
Current Registrations
HUB International Investment Services INC.Broker
HUB International Investment Services INC.
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.