M. E. Allison & Company, Inc.

M. E. Allison & Company, Inc. (CRD# 1047) is a financial advisory firm headquartered in San Antonio, TX. They manage $15,071,569 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $259,855
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at M. E. Allison & Company, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Charles B. Allison
CRD#: 4615330
950 East Basse Road, Second Floor, San Antonio, TX 78209
96
Wealthminder
score

Charles Allison (CRD# 4615330) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 13 years of experience in the finance industry. Charles 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.

2
Christopher R. Allison
CRD#: 2278380
950 East Basse Road, Second Floor, San Antonio, TX 78209
96
Wealthminder
score

Christopher Allison (CRD# 2278380) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 25 years of experience in the finance industry. Christopher 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.

3
Kenneth R. Brown
CRD#: 32608
950 East Basse Road, Second Floor, San Antonio, TX 78209
93
Wealthminder
score

Kenneth Brown (CRD# 32608) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 33 years of experience in the finance industry.

4
Robert M. Dullnig
CRD#: 73062
950 East Basse Road, Second Floor, San Antonio, TX 78209
93
Wealthminder
score

Robert Dullnig (CRD# 73062) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 22 years of experience in the finance industry.

5
Ned M. Emmons
CRD#: 500786
950 East Basse Road, Second Floor, San Antonio, TX 78209
93
Wealthminder
score

Ned Emmons (CRD# 500786) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 28 years of experience in the finance industry.

6
Laura C. Holmgreen
CRD#: 2764855
950 East Basse Road, Second Floor, San Antonio, TX 78209
93
Wealthminder
score

Laura Holmgreen (CRD# 2764855) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 22 years of experience in the finance industry.

7
Linde A. Murphy
CRD#: 4049529
950 East Basse Road, Second Floor, San Antonio, TX 78209
93
Wealthminder
score

Linde Murphy (CRD# 4049529) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 18 years of experience in the finance industry.

8
James M. Pettus
CRD#: 1739120
950 East Basse Road, Second Floor, San Antonio, TX 78209
93
Wealthminder
score

James Pettus (CRD# 1739120) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 21 years of experience in the finance industry.

9
Bruce C. Richardson
CRD#: 2291484
950 East Basse Road, Second Floor, San Antonio, TX 78209
93
Wealthminder
score

Bruce Richardson (CRD# 2291484) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 10 years of experience in the finance industry.

10
Keith L. Smith
CRD#: 3213221
950 East Basse Road, Second Floor, San Antonio, TX 78209
93
Wealthminder
score

Keith Smith (CRD# 3213221) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 11 years of experience in the finance industry.

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