Richard Keith Allison

Current Employers

Employment History

• 01/2009 → 06/2024
  Securities America, Inc.
  Sacramento, CA
• 01/2009 → 06/2024
  Securities America Advisors, Inc.
  Sacramento, NE
• 01/2007 → Present
  Cenco Health Insurance
  Folsom, CA
• 01/2009 → Present
  Allison Wealth Management
  Folsom, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sacramento, CA

Previous Registrations

• 2009-01-23 → 2024-06-14
  Securities America Advisors, Inc.
  Sacramento, CA
  Sacramento, CA
• 2005-12-16 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Folsom, CA
  Davis, CA
  Folsom, CA
  Folsom, CA
• 2003-03-21 → 2006-01-11
  American General Financial Advisors, Inc.
  Sacramento, CA
• 2002-12-18 → 2005-12-21
  Valic Financial Advisors, Inc.
  Roseville, CA
• 2002-06-17 → 2002-11-22
  Ameriprise Financial Services, Llc
  Roseville, CA

Other Businesses

1. ALLISON WEALTH MANAGEMENT POSITION: Owner NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 12/15/2009 ADDRESS: 1610 Arden Way, Suite 299, Sacramento CA 95815 DESCRIPTION: Conduct insurance analysis and provide insurance solutions in the best interest of clients. 2. ORION PORTFOLIO SOLUTIONS ADVISORY COUNCIL POSITION: council member NATURE: Member of the Orion Portfolio Solutions Advisory Council INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2025 ADDRESS: 1610 Arden Way, Suite 299, Sacramento, CA 95815, Sacramento CA 95815, United States DESCRIPTION: Attend quarterly meetings and occasional phone calls.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-14