Alison Wilson, financial advisor Pasadena CA

Alison Wilson

CRD Number: 5045720
Current Firm: Western International Securities

Alison Wilson (CRD# 5045720) is an Investment Advisor Representative working at Western International Securities in Pasadena, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Western International Securities, Inc. Pasadena, CA Aug 2021 - Current < 1
Western International Securities, Inc. Pasadena, CA Nov 2019 - Aug 2021 1
Spartan Capital Securities, LLC New York, NY Jul 2019 - Nov 2019 < 1
Western International Securities, Inc. Pasadena, CA Aug 2017 - Jul 2019 1
Financial West Group Westlake Village, CA Sep 2016 - Aug 2017 < 1
Morgan Stanley Westlake Village, CA Aug 2009 - Sep 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Alison A. Wilson
Phone Number: (888) 793-7717
Firm Website: http://www.wisdirect.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,242
    MILLIONS
  • Total Number of Accounts
    9,800
    ACCOUNTS
  • Average Account Value
    $330,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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