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Allison Rawls Boyd

Edelman Financial Engines

Henrico, VA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-11-01
  • VA RA
    APPROVED
    Since 2018-11-01

Branch Locations

200 Westgate Parkway Westgate Ii Suite 202, Henrico, VA 23233 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Edelman Financial Services, Llc Fairfax VA 07/2009 11/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 07/2009 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
  • 2017-12-18 → 2018-11-01
    Edelman Financial Services, Llc
    Henrico, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-15
S63 Uniform Securities Agent State Law Examination 2011-06-21
  • S65 Uniform Investment Adviser Law Examination
    2017-12-15
  • S63 Uniform Securities Agent State Law Examination
    2011-06-21
Other Names
  • Allison Louise Rawls
  • Allison Louise Rawls

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Henrico, VA
UNITED BROKERAGE SERVICES, INC · Richmond, VA
ONEDIGITAL · Richmond, VA
ONEDIGITAL · Richmond, VA
ONEDIGITAL · Richmond, VA
LPL FINANCIAL LLC · HENRICO, VA
OSAIC WEALTH, INC. · RICHMOND, VA
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