Allison Griffith, financial advisor Tulsa OK
89 score

Allison Griffith

CRD Number: 5965393
Current Firm: Raymond James Financial Services Advisors, Inc.

Allison Griffith (CRD# 5965393) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tulsa, OK and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Tulsa, OK Jan 2014 - Current 2
Raymond James Financial Services Inc. Tulsa, OK Aug 2013 - Current 3
Raymond James Financial Services Inc. Tulsa, OK Aug 2011 - Aug 2013 2
Oklahoma State University Stillwater, OK Aug 2007 - May 2011 3
Starbucks Broken Arrow, OK Oct 2009 - Dec 2009 < 1
Riviera Stillwater, OK Oct 2007 - Dec 2007 < 1
Davinci's Coffee Enid, OK Sep 2005 - May 2007 1
Enid High School Enid, OK Aug 2004 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Allison K. Griffith
Phone Number: 727-567-5877
Registered State(s):
  • NC
  • OK
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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