Alison Green (CRD# 6577058) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Smithfield, RI and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Smithfield, RI | Mar 2022 - Current | 2 |
| Mml Investors Services, LLC | Springfield, MA | Sep 2020 - Mar 2022 | 1 |
| Mml Investors Services, LLC | Springfield, MA | Oct 2015 - Mar 2022 | 6 |
| Mml Investors Services | Springfield, MA | Feb 2020 - Sep 2020 | < 1 |
| Mml Investors Services, LLC | Springfield, MA | Aug 2019 - Feb 2020 | < 1 |
| Mml Investors Services, LLC | Springfield, MA | Aug 2018 - Aug 2019 | 1 |
| Mml Investors Services, LLC | Springfield, MA | Mar 2017 - Aug 2018 | 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Oct 2015 - Mar 2017 | 1 |
| Big Y Foods, Inc. | South Hadley, MA | Feb 2015 - Dec 2015 | < 1 |
| Unemployed | N/a, MA | Aug 2014 - Feb 2015 | < 1 |
| Westfield State University | Westfield, MA | Jul 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- MA
- RI
- TX
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Total Assets Under Management3,931MILLIONS
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Total Number of Accounts423ACCOUNTS
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Average Account Value$9,293,851
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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