Allison Wooton is a registered investment advisor, based in Encinitas, CA, with 15 years of industry experience.
Location
171 Saxony Road, Suite 211, Encinitas, CA, 92024
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Allison works full-time as a financial advisor at SWP Financial Holdings, LLC DBA Salient Wealth Planning, providing financial planning and investment management. She also works as an insurance agent, providing insurance advice, dedicating minimal time to this activity.
Employment History
Current Registrations
Salient Wealth Planning
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations4 states
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