Gregory Allison, CFA

Overview

Gregory Allison is a registered representative and an investment adviser representative based in King of Prussia, PA, with 11 years in the industry.

Years in the industry

11

States registered

2

Exams passed

5

Current firms

2

Contact

2 phone numbers on file

Registrations and licenses

• Registered in 2 states

• Series 6
• Series 63
• Series 66
• Series 7
• SIE

Every state, with registration and license dates

Firms

• Brinker Capital Securities, LLCCurrent firm
• Orion Portfolio Solutions, LLCCurrent firm

Employment history since 2015

Book and practice

Firm assets under management on file