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Allison R

Series 63, Series 65

Osprey, FL

OSAIC

Allison Rud is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for 14 years and American General Securities Incorporated for 22 years. Outside of her advisory role, she is a member of Ali Rud Financial Services, LLC, which sells fixed life and health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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