ALLISON JEAN WERDEN is an investment adviser representative (IAR) with state registration records since 2013, appearing at 3 firms. Currently registered with MAI CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 2021-04-15 | present | Yes |
| LPL FINANCIAL LLC | 2017-05-31 | 2021-04-06 | — |
| CHARLES SCHWAB & CO., INC. | 2014-07-14 | 2017-05-18 | — |
| LPL FINANCIAL LLC | 2013-09-19 | 2014-06-30 | — |