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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Polk is an investment advisor representative with First Command Advisory Services. Allison has been in the securities industry since 2019. Allison is registered with the state of Kansas and Oklahoma. Allison is also registered with FINRA. Allison holds the Series 7, 66, and SIE licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
06/12/2024 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 03/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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