AS
AS

Alison Elizabeth Slezak

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
9,157 clients
Average Client Portfolio
$346K average
Assets Under Management
$3.2B

Fee Structure

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Location

51 Woodland Dr, Glen Mills, PA, 19342

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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 ActivitiesSells Insurance

Alison is the Director of Marketing and Operations at Daniel A. White & Associates, where she attends client service meetings regarding annuities and annuity sales, dedicating about 10-20% of her time. Alison also has an insurance license.

Employment History
Current Registrations
Corecap Advisors
March 2019 - Present · 6 yrs 11 mos
State Registrations14 states
AZCADEFLMDMENCNJNVOHPASCTXWV
Advisor
Exams
No exam information available for this advisor.