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   Who is Alison Fleming?

   • P. Alison Fleming is a registered representative with, and Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.

   Alison Fleming - President - Lumena Financial Strategies, Inc

   www.linkedin.com/in/alison-fleming-4a2152a4

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   Who is Waddell & Reed?

   • Through its subsidiaries, Waddell & Reed has provided investment management and wealth management services to clients throughout the U.S. since 1937. Today, investment products are distributed under the Ivy Investments ® brand, as well as through independent financial advisors associated with Waddell & Reed, Inc.

   LPL Financial to Acquire Waddell & Reed’s Wealth Management Busin…

   finance.yahoo.com/news/lpl-financial-acquire-waddell-reed-220200096.html

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   Does Waddell & Reed sell investment products?

   • Today, investment products are distributed under the Ivy Investments ® brand, as well as through independent financial advisors associated with Waddell & Reed, Inc. As of September 30, 2020, Waddell & Reed’s wealth management business had assets under administration of approximately $63 billion, up 10% year-over-year.

   LPL Financial to Acquire Waddell & Reed’s Wealth Management Busin…

   finance.yahoo.com/news/lpl-financial-acquire-waddell-reed-220200096.html

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   What is Alison's background as a financial advisor?

   • After leaving management, she moved to San Diego to devote her full-time effort to serving clients as a Financial Advisor. Alison holds a Bachelor’s Degree in Speech Communication with an emphasis in Interpersonal and Organizational Management from California State University, Long Beach.

   Alison Fleming - President - Lumena Financial Strategies, Inc

   www.linkedin.com/in/alison-fleming-4a2152a4

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2. www.linkedin.com › in › alison-fleming-4a2152a4Alison Fleming - Lumena Financial Strategies, Inc. | LinkedIn

   www.linkedin.com › in › alison-fleming-4a2152a4

   About. P. Alison Fleming is the President of Lumena Financial Strategies, and has been a Financial Advisor since 1989 when she joined Waddell & Reed. For twenty years she also managed,...

   • Connections: 206
   • Followers: 210

   • Works For: Lumena Financial Strategies, Inc.
   • Location: Greater San Diego Area, United States

3. theorg.com › org-chart › p-alison-flemingP. Alison Fleming - Director at Autism Care Today | The Org

   theorg.com › org-chart › p-alison-fleming

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   P. Alison Fleming (first name Patricia) is the President of Lumena Financial Strategies, and has been a Financial Advisor since 1989 when she joined Waddell & Reed. For twenty years of her career she also managed, trained and mentored advisors for the company while responsible for the Torrance Division office, being recognized in 2011 and 2012 ...

   • Occupation: Director

   • Works For: Autism Care Today, Autism Care Today

4. www.trustedfinancialadvisor.org › TFA › Ms_P_A_135Trusted Financial Advisor - Ms P Alison Fleming CFP

   www.trustedfinancialadvisor.org › TFA › Ms_P_A_135

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   Ms P Alison Fleming CFP. Waddell & Reed. 4679 Vista St,San Diego, CA . Follow. Make an appointment. SPECIALITIES: Comprehensive Financial Planning

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6. www.yellowpages.com › san-diego-ca › mipWaddell & Reed, Office of P. Alison Fleming & Elizabeth R ...

   www.yellowpages.com › san-diego-ca › mip

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   Waddell & Reed, Office of P. Alison Fleming & Elizabeth R. Ruch - San Diego, CA 92116. . Financial Planning Consultants, Employee Benefits Insurance, Financial Services. Be the first to review! CLOSED NOW. Today: 9:00 am - 4:00 pm. Tomorrow: 9:00 am - 4:00 pm. Amenities: (619) 295-9930 Write a Review. Is this your business? Customize this page.

   • Location: 4679 Vista St, San Diego, 92116, CA

   • Phone: (619) 295-9930

7. www.thinkadvisor.com › 2023/03/03 › sec-chargesSEC Charges Father-Son Advisory Team With Fraud | ThinkAdvisor

   www.thinkadvisor.com › 2023/03/03 › sec-charges

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   Mar 3, 2023 · By Jeff Berman. News March 03, 2023 at 02:47 PM Share & Print. What You Need to Know. A father and son who served as advisors and brokers for Waddell & Reed and Cambridge have been charged with...

8. www.yelp.com › biz › lumena-financial-strategies-sanLUMENA FINANCIAL STRATEGIES - Updated May 2024 - Yelp

   www.yelp.com › biz › lumena-financial-strategies-san

   1 review and 5 photos of LUMENA FINANCIAL STRATEGIES "Alison Fleming has been our advisor for over 10 years. Our investment has continue to grow over that time. When the market is wavering Lumena has always been proactive in adjusting our investments so they continue to be safe.

   • Location: 4679 Vista St San Diego, CA 92116

9. finance.yahoo.com › news › lpl-financial-acquireLPL Financial to Acquire Waddell & Reed’s Wealth Management ...

   finance.yahoo.com › news › lpl-financial-acquire

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   Dec 2, 2020 · Waddell & Reed’s wealth management business to LPL Financial for $300 million. Long-term partnership between LPL Financial and Macquarie will provide existing. Waddell & Reed advisors and...