Client Services Advisor
Alison Fong has passed the Series 65 Uniform Investment Adviser Law Exam, which is designated to qualify candidates as investment advisor representatives. She joined RIA Innovations in 2015, with a Bachelor of Science Degree from Purdue University in Organizational Leadership & Supervision, 1994. Upon graduating, Alison worked as a Relationship Manager helping people with investments for Banc One of Indiana and as a Stockbroker for City Securities Corporation.
In 2001, Alison moved to the state of Washington to help an Investment Advisory Firm with the back office, specifically with Charles Schwab where she has gained experience with the Advisor Center platform. In 2004, Alison made a decision to stay home to raise two daughters. In 2011, when the girls went to school, Alison went back to work at the investment advisory firm until 2015 then joined NWAM, LLC.
Currently, Alison is a Client Services Advisor with extensive back and front office experience. She works with advisors across the country, helping with their front office needs.