AW
AW

Allison Noel Williams

18 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness OwnersCorporate Executives
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
356 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K
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Location

12348 High Bluff Drive, Suite 200, San Diego, CA, 92130

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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 is associated with BWM Financial as a Registered Investment Adviser DBA since 2021. She also spends full-time with Stratos Wealth Partners as a Registered Investment Advisor Hybrid since 2015.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
September 2015 - July 2019 · 3 yrs 10 mos
Wells Fargo Advisors, LLC
October 2007 - September 2015 · 7 yrs 11 mos
Wells Fargo Advisors, LLCBroker
June 2007 - September 2015 · 8 yrs 3 mos
State Registrations3 states
CALATX
Advisor
Exams
No exam information available for this advisor.
Allison Noel Williams - Financial Advisor | TrueAdvisor