AD
Allison Daines
from Journey Beyond Wealth
Allison Daines is a financial advisor based in Georgia, Kennesaw,
with 12 years of experience. Allison currently works for
Journey Beyond Wealth.
Allison maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Allison Daines works at Journey Beyond Wealth
Journey Beyond Wealth is a financial advisory firm based in Kennesaw, Georgia. It currently has approximately $142,202,932 of assets under management and employs about 4 people. Journey Beyond Wealth uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
125 Townpark Drive Nw, Suite 300, Kennesaw, Georgia, 30144
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