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Richard Scott Bonner

Investment adviser representative at M. E. Allison & Co., Inc.
13 yearsExperience
1 stateRegistered in
$366.4MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. M. E. Allison & Co., Inc.Sep 2019 to now
  2. M.E. Allison & Co., Inc.Sep 2019 to now
  3. Cetera Advisors LLCJan 2013 to Sep 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law1994

State registrations

Registered as an investment adviser representative in 1 state (TX).

M. E. Allison & Co., Inc.

$366.4MAssets managed
499Clients
11Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2172609
Firm CRD
1047
Advisor's SEC record (opens in a new tab)
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