Allison R. Kaplan
Convergent Wealth Advisors, Llc
Financial Planner in Potomac, MD
Address:12505 Park Potomac Ave, Ste 400
Potomac, MD 20854
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:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Allison Kaplan12505 Park Potomac Ave, Ste 400
Potomac, MD 20854
Phone Number:
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Website:
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