Richard Allison [ChFEBC℠]
9161 Liberia Ave
Ste 100
Manassas, VA 20110
Original Certificate Date: 12/19/2024
ChFEBC℠ Numer: L1R14472A
Organization: Savant Wealth Management
Phone: 703-878-9050
Email: rallison@savantwealth.com
Website: www.savantwealth.com
CRD #: 107271
CFP #: 250461
Primary Investment: Charles Schwab, Raymond James, Fidelity
Services: Comprehensive wealth management and retirement planning, estate planning, tax advisy adn preparation, financial planning, investment management, charitable planning, business planning and succession
Additional Information: Enrolled Agent 00156994-EA