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Allison R. Kaplan

Convergent Wealth Advisors, Llc

Financial Planner in Potomac, MD

Address:
12505 Park Potomac Ave, Ste 400
Potomac, MD 20854
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About Allison R. Kaplan

Allison Kaplan is a financial professional at Convergent Wealth Advisors, Llc located in Potomac, Maryland. Allison Kaplan holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Allison Kaplan provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Allison Kaplan
12505 Park Potomac Ave, Ste 400
Potomac, MD 20854

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Website:

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