Allison Lynn Brand
Investment adviser representative at Inscription Capital, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Inscription Capital, LLCNov 2023 to now
- Connors Wealth ManagementJun 2023 to Nov 2023
- Oak Harvest Financial GroupMay 2022 to May 2023
- Houston IsdAug 2020 to Apr 2022
- Bama BoundersSep 2018 to Mar 2020
- The University of AlabamaAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Inscription Capital, LLC
$2BAssets managed
456Clients
6Advisers
8 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
- 7534525
- Firm CRD
- 291780