AF
CFP
AF
CFP

Allison Marie Flippin

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
246 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Loading...

Location

3300 Hammond Rd, Raleigh, NC, 27603

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Allison works as a Financial Services Officer for State Employees' Credit Union, dedicating nearly all of her time to this role. She is also an agent for SECU Life Insurance Company and a Trust Rep for Members Trust Company, and she works as an adjunct instructor at Wake Tech Community College about 10% of her time.

Employment History
Current Registrations
Credit Union Investment Services
August 2017 - Present · 8 yrs 6 mos
Secu Brokerage ServicesBroker
July 2017 - Present · 8 yrs 7 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allison Marie Flippin - Financial Advisor | TrueAdvisor