Richard Allison is an Investment Advisor Representative with Securities America Advisors, Inc., with more than a decade of experience in the financial services industry. Working with business owners, individuals, families, and a number of teachers, he enjoys serving clients in all stages of investing, from young professionals to retirees. His goal is to serve as a financial coach, guiding his clients through the maze of wealth management.
Richard first started his career in healthcare management. With an interest in finance and a passion for helping people, he transitioned into the financial services industry and worked as a financial advisor with American Express Financial Advisors (which eventually became Ameriprise). During these years, he enjoyed his work but wanted to offer his clients a wider array of services. In order to serve objectively, he joined independent broker-dealer Securities America and founded his own firm, Allison Wealth Management. He currently holds FINRA Series 7 and 66 securities registrations, as well as life and health insurance licenses.
Richard is a longtime Davis, California resident, where he lives with his wife of more than 30 years, Linda. He enjoys visiting his three grown daughters, reading, and staying active, whether he is playing a round of golf or hitting the gym.