Allison M Wooten

Current Employers

Employment History

• 05/2015 → 04/2017
  Wells Fargo Advisors, Llc.
  Nellysford, VA
• 04/2017 → 07/2019
  Bb&T Bank
  Crozet, VA
• 07/2019 → 02/2021
  Bb&T Securities, Llc
  Charlottesville, VA
• 02/2021 → 08/2023
  Truist Investment Services, Inc.
  Charlottesville, VA
• 02/2021 → 08/2023
  Truist Advisory Services, Inc.
  Charlottesville, VA
• 11/2023 → 12/2023
  Wells Fargo Advisors Financial Network, Llc
  Charlottesville, VA
• 01/2024 → Present
  Lpl Financial
  Shipman, VA
• 10/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2023-11-28 → 2024-01-09
  Wells Fargo Advisors Financial Network, Llc
  Charlottesville, VA
• 2021-02-17 → 2023-09-25
  Truist Advisory Services, Inc.
  Atlanta, GA
  Charlottesville, VA
  Charlottesville, VA
• 2020-02-28 → 2021-02-17
  Bb&T Securities, Llc
  Virginia Beach, VA
  Charlottesville, VA
  Charlotte, NC
  Richmond, VA

Other Businesses

1)10/10/2025 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date:09/17/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 10/15/2025 - Integrated Financial Partners - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:09/19/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Integrated Financial Partners, an independent investment advisor firm. I started this business activity in 9/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-28
• S63 Uniform Securities Agent State Law Examination
  2019-12-20

Other Names

• Allison Matthews Morris
• Allison Brooke Matthews
• Allison Matthews
• Allison Matthews Wooten
• Allison Wooten