AK
Allison Kollar
from Bordeaux Wealth Advisors
Allison Kollar is a financial advisor based in California, Menlo Park,
with 17 years of experience. Allison currently works for
Bordeaux Wealth Advisors.
Allison maintains a S65 license (Uniform Investment Adviser 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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Allison Kollar works at Bordeaux Wealth Advisors
Bordeaux Wealth Advisors is a financial advisory firm based in Menlo Park, California. It currently has approximately $3,312,218,666 of assets under management and employs about 31 people. Bordeaux Wealth Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
12 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
1550 El Camino Real, Suite 100, Menlo Park, California, 94025
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting