Allison Kate Fletcher

Employer firm

Trinity Strategic Wealth CRD 337956

$1.54B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 10/2025
  Raymond James Financial Services Inc
  Tulsa, OK
• 01/2014 → 10/2025
  Raymond James Financial Services Advisors Inc.
  Tulsa, OK
• 07/2011 → 10/2025
  Trinity Strategic Wealth
  Enid, OK
• 10/2025 → Present
  Cabot Lodge Securities Llc
  Schaumburg, IL
• 10/2025 → Present
  Trinity Strategic Wealth
  Tulsa, OK
• 07/2011 → Present
  Tulsa Wealth Advisors
  Tulsa, OK

Previous Registrations

• 2014-01-30 → 2025-10-02
  Raymond James Financial Services Advisors, Inc
  Tulsa, OK
  Enid, OK

Other Businesses

(1) Trinity Strategic Wealth a DBA of Tulsa Wealth Advisors, investment related, Financial Planning, 1375 E 71st St, Tulsa, OK, 74136, Financial Advisor, 10/2025, 184 hours per month, 149 hour per month during trading hours, manage and build, implement and develop full scale financial plans. (2) Tulsa Wealth Advisors, not investment related, Payroll Entity, Employee/no duties; 07/2011, 0 hours per month, 0 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-01-27

Other Names

• Allison Stong
• Alli Griffith
• Alli Kate Griffith
• Allison Kate Griffith
• Allison Kate Stong
• Allison Kate Fletcher
• Allison Fletcher