AB
ChFC
AB
ChFC

Allison Biss

27 Years of Experience
Anchorage, AK
Broker

Allison Biss is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Anchorage, AK, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3401 Denali St., Suite 103, Anchorage, AK, 99503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Allison owns a vacation rental property managed by her wife on VRBO since 2013. She spends minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2025 - Present · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
February 2025 - Present · 1 yr 7 mos
Previous Registrations
Edward Jones
November 2006 - February 2025 · 18 yrs 3 mos
Edward JonesBroker
September 1998 - February 2025 · 26 yrs 5 mos
State Registrations29 states
AKAZCAFLHIIDINKSMIMNMOMTNCNDNENHNMNVNYOKORPASCTNTXUTVAWAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Allison Biss - Financial Advisor | TrueAdvisor