Michael J. Allison
Professional summary
Michael J Allison, who also goes by Mike Allison, is a registered financial advisor currently at RED TREE INVESTMENTS located in Denton, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michael has worked at 14 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael J Allison's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 4, 2022 - Present
RED TREE INVESTMENTS
February 27, 2016 - May 4, 2022
MDX WEALTH MANAGEMENT
January 29, 2015 - February 18, 2016
FFEC WEALTH PARTNERS LLC
December 22, 2014 - February 18, 2016
FFEC WEALTH PARTNERS LLC
March 22, 2011 - May 11, 2011
HILLTOP SECURITIES INC.
March 22, 2011 - May 11, 2011
HILLTOP SECURITIES INC.
September 16, 2009 - December 21, 2009
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
September 16, 2009 - December 21, 2009
CAMBRIDGE INVESTMENT RESEARCH, INC.
April 29, 2009 - July 1, 2009
MOMENTUM INDEPENDENT NETWORK INC.
April 29, 2009 - July 1, 2009
MOMENTUM INDEPENDENT NETWORK INC.
January 30, 2004 - July 18, 2005
FIRST PUBLIC, LLC
October 23, 2000 - January 22, 2002
THE O.N. EQUITY SALES COMPANY
August 5, 1997 - October 20, 2000
SECURITIES AMERICA, INC.
April 24, 1996 - July 7, 1997
NEW ENGLAND SECURITIES
February 7, 1995 - February 9, 1996
OSAIC FS, INC.
November 24, 1993 - November 16, 1994
A. G. EDWARDS & SONS, INC.
January 29, 1993 - September 17, 1993
PRINCIPAL FINANCIAL SECURITIES,INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/4/2022)
Exams
Current Firm
RED TREE INVESTMENTS
CRD#: 319528 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 99,002,000 |
Red Flags
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