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Allison Lee Marshall

IMA Advisory Services, Inc.

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About Allison Lee Marshall

Allison Marshall is a financial advisor in Dallas, TX with over 11 years of experience in the financial services industry. Allison is registered with IMA Advisory Services, Inc. and has been with the firm since 2017. Allison is also registered as an Investment Advisor Representative in Kansas and Texas.

Firm Information

Allison Marshall is currently registered with IMA Advisory Services, Inc.. IMA Advisory Services, Inc., a Colorado-based Corporation, was formed on June 23, 2000. The firm provides financial planning, pension consulting, educational seminars, and publication of periodicals to clients such as individuals, corporations, charitable organizations, pension plans, and insurance companies. IMA Advisory Services, Inc. manages over $2.65 billion in assets. The firm's focus on wealth management and retirement planning makes it a valuable resource for clients seeking to secure their financial future.
IMA Advisory Services, Inc.

7150 17TH STREET

DENVER, CO 80202

$2.66B

Assets Under Management

155

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Allison Marshall’s Registration & Firm History

TX

06/20/2017 - Present

IMA Advisory Services, Inc. (Dallas TX)

TX

08/04/2017 - 12/15/2023

IMA WEALTH (Dallas TX)

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Licenses & Designations

BC

Issued 07/07/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/19/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allison Lee Marshall.
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