AS
ChFC
AS
ChFC

Alison Leigh Segall

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
261 advisors
Number of Clients
3,473 clients
Average Client Portfolio
$500K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10K
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Location

24 E. Cota Street, Suite 200, Santa Barbara, CA, 93101

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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

Alison is a managing member/owner of Segall & Associates, LLC, an insurance marketing/services company, dedicating a few hours per week. She is also a Senior Vice President at Meridien Benefits, Inc., a consulting/life insurance marketing company, which is a full-time commitment.

Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 4 mos
World Investment Advisors, LLC
February 2017 - Present · 9 yrs
Previous Registrations
Pensionmark Securities, LLCBroker
December 2018 - October 2025 · 6 yrs 10 mos
Meridien Financial Group, INC.Broker
May 2014 - December 2018 · 4 yrs 7 mos
Sagevest Wealth Management
September 2011 - September 2012 · 1 yr
The Koenig Group, LLC
December 2009 - September 2011 · 1 yr 9 mos
United Planners' Financial Services of America a Limited PartnerBroker
January 2005 - December 2007 · 2 yrs 11 mos
Lincoln Financial Distributors, INC.Broker
December 2000 - March 2003 · 2 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
November 1998 - December 2000 · 2 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
June 1998 - December 2000 · 2 yrs 6 mos
Cigna Financial Advisors,inc.Broker
December 1996 - June 1998 · 1 yr 6 mos
State Registrations2 states
MARI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alison Leigh Segall - Financial Advisor | TrueAdvisor