Allison Meier
Investment adviser representative at Arlington Financial Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Arlington Financial Advisors, LLCOct 2023 to now
- Bank of America, N.A.Aug 2018 to Oct 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2017 to Oct 2023
- University of California, Santa BarbaraOct 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Arlington Financial Advisors, LLC
$1.2BAssets managed
631Clients
8Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6674406
- Firm CRD
- 283288