Joseph Allison, financial advisor Bay City TX

Joseph Allison

CRD Number: 2726356
Current Firm: Westpark Wealth Advisors, Inc.

Joseph Allison (CRD# 2726356) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Bay City, TX and has over 27 years of experience in the finance industry. Joseph Allison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Jason Croix, financial advisor Bay City TX
Jason J. Croix
CRD# 4165983
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Paul Curran, financial advisor Bay City TX
Paul G. Curran
CRD# 5236647
Raymond James Financial Services Advisors, Inc.
Similar Advisors
John Dickerson, financial advisor Bay City TX
John C. Dickerson
CRD# 2364986
Edward Jones
Professional Designations
Company Name Location Dates Years
Calton & Associates, Inc. Houston, TX Nov 2017 - Current 6
Westpark Wealth Advisors, Inc. Houston, TX Apr 2003 - Current 20
Ims Securities, Inc. Houston, TX Apr 2003 - Nov 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Joseph C. Allison
Phone Number: 713-266-2993
Registered State(s):
  • FL
  • GA
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    220
    MILLIONS
  • Total Number of Accounts
    936
    ACCOUNTS
  • Average Account Value
    $234,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, NC, OR, SC, TN, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.