Adviser and broker representative · Cambridge Investment Research Advisors, Inc.
Allison I. Trahan
CRD 6173907 · Covington, LA
At a glance
Allison I. Trahan is an investment adviser representative with Cambridge Investment Research Advisors, Inc. in Covington, LA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Allison’s SEC record dates to 2015, about 11 years ago. Allison is also registered as a broker representative.
Current advisory firm
- Cambridge Investment Research Advisors, Inc.Since March 2025Covington, LA · $139B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Allison’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.