Alison Segall is a ChFC-designated registered investment advisor, based in Santa Barbara, CA, with 23 years of industry experience.
Location
24 E. Cota Street, Suite 200, Santa Barbara, CA, 93101
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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
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
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Meridien Financial Group, INC.Broker
Sagevest Wealth Management
The Koenig Group, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Lincoln Financial Distributors, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.