Ann Leslie Mallison
Investment adviser representative at Abundance Wealth Counselors, LLC
10 yearsExperience
1 stateRegistered in
$1.6BFirm assets
25 yearsFirm in business
Are you Ann Leslie Mallison? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
10 years in the industry.
- Abundance Wealth Counselors, LLCNov 2019 to now
- The Pennsylvania State UniversitySep 2019 to Oct 2019
- The Pennsylvania State UniversityMar 2019 to Jun 2019
- The Pennsylvania State UniversityJan 2018 to Aug 2018
- The Pennsylvania State UniversityMay 2017 to Jul 2017
- StudentAug 2016 to May 2019
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Abundance Wealth Counselors, LLC
$1.6BAssets managed
511Clients
9Advisers
25 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
- 7202726
- Firm CRD
- 111740