Allison K. Mckibbon

ICON WEALTH PARTNERS

Houston, TX 77056

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CRD#: 6465041

Professional summary

Allison Kristine Mckibbon, who also goes by Allison Kristine Moeller, Allison K. Mckibbon, Allison K. Moeller, is a registered financial advisor currently at ICON WEALTH PARTNERS located in Houston, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in Houston, Texas.

Allison is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Allison has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Allison Kristine Moeller | Allison K. Mckibbon | Allison K. Moeller

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Allison McKibbon is dually-registered with Icon Wealth Partners, LLC and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Allison McKibbon has served as an investment advisor representative for Icon Wealth Partners, LLC and a registered representative with PKS since 06/2020. Business is conducted from Houston, TX. Approximately 90% of Allison McKibbon's time is for services as an investment advisor representative and the balance as a registered representative.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allison Kristine Mckibbon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 1, 2022 - Present

ICON WEALTH PARTNERS

Office #1: 1980 Post Oak Boulevard Suite 1300, Houston, TX 77056

RIA

CRD#: 319609

Houston, TX

Current

September 25, 2020 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 1980 Post Oak Blvd. Suite 1300, Houston, TX 77056

CRD#: 35747

Houston, TX

Past

June 19, 2020 - August 1, 2022

ICON WEALTH PARTNERS, LLC

RIA

CRD#: 283098

HOUSTON, TX

Past

April 11, 2019 - June 23, 2020

AVALON INVESTMENT & ADVISORY

RIA

CRD#: 112556

HOUSTON, TX

Past

November 8, 2018 - June 23, 2020

AVALON WEALTH MANAGEMENT LLC

CRD#: 162745

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ICON WEALTH PARTNERS

ICON WEALTH ADVISORS, LLC | ICON WEALTH PARTNERS

CRD#: 319609 / SEC#: 801-125893

RIA

Registered Investment Advisory firm - (6/21/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(9/25/2020)

IAR

Texas
(8/1/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/11/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ICON WEALTH PARTNERS

ICON WEALTH ADVISORS, LLC | ICON WEALTH PARTNERS

CRD#: 319609 / SEC#: 801-125893

RIA

Registered Investment Advisory firm - (6/21/2022 Approved)

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Contact information

Main Address

1980 Post Oak Boulevard Suite 1300, Houston, TX 77056

Mailing Address

1980 Post Oak Boulevard Suite 1300, Houston, TX 77056

Phone number

(713) 904-5020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ICON WEALTH ADVISORS, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	4,238
AUM (Assets Under Management)	$ 2,254,300,468

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Allison K. Mckibbon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allison Kristine Mckibbon's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

ICON WEALTH PARTNERS, LLC

AVALON INVESTMENT & ADVISORY

AVALON WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

ICON WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2019

SIE

Date: 11/9/2018

Series 7

Date: 11/8/2018

FINRA

Current Firm

ICON WEALTH PARTNERS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ICON WEALTH PARTNERS

TRUST BUT VERIFY

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