Alison
Hollaway

Nesteggs, Inc

CRD#5558726
Investment Advisor
in Jacksonville, FL

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About this Advisor

Alison Hollaway is a financial advisor based in Jacksonville, Florida, working with Nesteggs, Inc. Alison has previously worked at Nesteggs, Inc, has passed the Series 65 regulatory exam, and is registered to provide services in Florida. Currently, Alison is part of Nesteggs, Inc, which is located in Jacksonville, Florida. The firm has 23 employees and manages assets totaling $724.7 million. Nesteggs, Inc serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Nesteggs, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10407 Centurion Parkway North Suite 126
Jacksonville, FL 32256

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Nesteggs, Inc Brokerage Details

Total Assets Under Management

$724,718,727

FL Average: $1,855,561,029
Total Number of Employees

23

FL Average: 62
Total Number of Accounts

608

FL Average: 2,474
Average Account Size

$1,191,972

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Alison Hollaway Work History

2005 - Present (20 years)

Nesteggs, Inc

Disclosures

Please visit the SEC profile of Alison Hollaway to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nesteggs, Inc

Jason Bak
Jacksonville, FL
Lantz Martin
Jacksonville, FL
Kevin Cress
Soutlake, TX
Blake Macklin
Jacksonville, FL
Alexander Jenkins
Jacksonville, FL
Irene Adelman
Jacksonville, FL
Alison Hollaway
Jacksonville, FL
Kevin Cheezum
Jacksonville, FL

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