Allison Kathleen Wilson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2020 → 06/2020
  Raymond James Financial Services, Inc.
  Odessa, TX
• 08/2008 → 09/2020
  Allen Indpendent School District
  Allen, TX
• 06/2020 → Present
  Raymond James Financial Services, Inc.
  Wylie, TX
• 06/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Wylie, TX
• 10/2020 → Present
  Community Wealth Advisors
  Wylie, TX

Other Businesses

(1)Name of Business: AKW Financial Services, LLC Address: 2074 Quail Run Rd, Wylie, TX, 75098, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/13/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner and manager of account. 23)Name of Business: The Cross Church Address: 100 North First St, Wylie, TX, 75098, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 09/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of Church Finance Committee - 3 year term

Exams

• S66 Uniform Combined State Law Examination
  2020-06-20

Designations

• Certified Financial Planner

Other Names

• Allison Kathleen Knight
• Allison Kathleen Ingram