Basil Allison
Basil Allison is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Spring Hill, FL, with 42 years of industry experience. Basil is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
5129 Commercial Way, Spring Hill, FL, 34606
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2009Customer Dispute
November 1990Customer Dispute
October 1990Other Business Activities
Basil is the owner of Basil G. Allison & Associates, a support company. He spends minimal time on this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Mcc Securities, INC.Broker
Meridian, Dunhill & CO., INC.Broker
Argus Securities, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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