Allison Meier

Employer firm

Arlington Financial Advisors, LLC CRD 283288

$1.24B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 10/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Barbara, CA
• 06/2016 → 09/2016
  Merrill Lynch
  Woodland Hills, CA
• 10/2014 → 06/2018
  University Of California, Santa Barbara
  Santa Barbara, CA
• 08/2018 → 10/2023
  Bank Of America, N.A.
  Santa Barbara, CA
• 10/2023 → Present
  Arlington Financial Advisors
  Santa Barbara, CA

Previous Registrations

• 2018-10-29 → 2023-10-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Barbara, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-10-26

Designations

• Certified Financial Planner

Other Names

• Allison M Meier
• Ally Meier