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Denise Marie Allison

Arkadios Capital

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About Denise Marie Allison

Denise Allison is a financial professional with over 16 years of experience in the financial services industry. Denise is currently registered with Arkadios Capital and is licensed in California, Florida, New Mexico, North Carolina, and Texas. Denise has held previous roles at LPL FINANCIAL LLC, BBVA SECURITIES INC., and BBVA COMPASS INVESTMENT SOLUTIONS, INC. She is a Series 6 and Series 63 licensed professional and holds the SIE designation.

Firm Information

Denise Allison is currently registered with Arkadios Capital. Arkadios Capital is a Limited Liability Company that was formed in 2015 and is registered in all 50 states and the District of Columbia. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

41

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.

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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Denise Allison’s Registration & Firm History

TX

07/23/2024 - Present

Arkadios Capital (FORT WORTH TX)

TX

10/07/2021 - 07/24/2024

LPL FINANCIAL LLC (FORT WORTH TX)

TX

05/16/2013 - 08/23/2021

BBVA SECURITIES INC. (ARLINGTON TX)

TX

09/11/2007 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (ARLINGTON TX)

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Licenses & Designations

BC

Issued 05/17/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Denise Marie Allison.
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