Allyson D. Gilbert
Professional summary
Allyson Davenport Gilbert, who also goes by Allyson Brooke Davenport, is a registered financial professional currently at CU INVESTMENT SOLUTIONS LLC located in Irondale, Alabama.
Allyson is registered as a RR (Registered Representative) and started their career in finance in 2005. Allyson has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Allyson Davenport Gilbert's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 29, 2016 - Present
CU INVESTMENT SOLUTIONS LLC
Office #1: 4365 Crescent Road, Irondale, AL 35210September 21, 2012 - May 2, 2016
MULTI-BANK SECURITIES, INC.
March 12, 2012 - April 25, 2012
SEAPORT GLOBAL SECURITIES LLC
November 23, 2010 - March 12, 2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
April 16, 2009 - November 29, 2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
April 16, 2009 - November 29, 2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
June 23, 2008 - April 23, 2009
UBS FINANCIAL SERVICES INC.
September 4, 2007 - April 23, 2009
UBS FINANCIAL SERVICES INC.
November 7, 2005 - August 14, 2007
STERNE, AGEE & LEACH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/29/2017)
Exams
FINRA
Current Firm
CU INVESTMENT SOLUTIONS LLC
CRD#: 43753 / SEC#: , 8-50400
Contact information
FINRA licenses (49 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALLOYA CORPORATE FCU | OWNER | |
| CATALYST FEDERAL CREDIT UNION | OWNER | |
| CORPORATE AMERICA CREDIT UNION | OWNER | |
| MILLENNIUM CORPORATE CREDIT UNION | OWNER | |
| TRICORP FEDERAL CREDIT UNION | OWNER | |
| VOLUNTEER CORPORATE CREDIT UNION | OWNER | |
| BECKER, JOSHUA DAMON | CHIEF OPERATING OFFICER | 5784666 |
| JACKSON, MATTHEW DAVID | CEO/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 3251494 |
| THOMAS, BRADFORD LOWELL | CHIEF FINANCIAL OFFICER | 6180244 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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Company Information
CU INVESTMENT SOLUTIONS LLC
CRD#: 43753Irondale, AL 35210TRUST BUT VERIFY
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