JA
CFP · ChFC
JA
CFP · ChFC

Joseph Charles Allison

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
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Location

1805 5th Street, Suite 201, Bay City, TX, 77414

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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 ActivitiesSells Insurance

Joseph owns Allison Benefit Consultants, an employee benefits and insurance agency, and is a partner at Alisson P & C LLC, a personal lines insurance agency. He also works as an Investment Advisory Representative for Westpark Wealth Advisors Inc., dedicating about a quarter of his time to each of these activities.

Employment History
Current Registrations
Calton & Associates, INC.Broker
November 2017 - Present · 8 yrs 3 mos
Westpark Wealth Advisors, INC.
May 2004 - Present · 21 yrs 9 mos
Previous Registrations
Ims Securities, INC.Broker
April 2003 - November 2017 · 14 yrs 7 mos
Ims Securities, Inc.dba Ims Financial Advisors, INC
April 2003 - December 2004 · 1 yr 8 mos
Investment Professionals, INC.
June 2002 - May 2003 · 11 mos
Investment Professionals, INC.Broker
May 2002 - May 2003 · 1 yr
Signator Investors, INC.Broker
May 1998 - June 2002 · 4 yrs 1 mo
Mony Securities CORP.Broker
March 1996 - April 1998 · 2 yrs 1 mo
State Registrations4 states
FLGAORTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Joseph Charles Allison - Financial Advisor | TrueAdvisor