Allison Wilson
Allison Wilson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wylie, TX, with 6 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
Firm Size
IM Fee
Assets Under Management
Location
109 N Ballard Ave, Wylie, TX, 75098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Allison is the owner and manager of AKW Financial Services, LLC, dedicating minimal time. She also works as an associate/employee and financial advisor at Community Wealth Advisors, taking about half of her time. Finally, Allison is a member of the Church Finance Committee, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations14 states
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