David Lindsey Allison
Investment adviser representative at Allison Investment Management, LLC
23 yearsExperience
3 statesRegistered in
CFADesignation
$170.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Allison Investment Management, LLCJan 2003 to now
- Triad Advisors, Inc.Jan 2003 to Aug 2024
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, TX).
Allison Investment Management, LLC
$170.4MAssets managed
100Clients
2Advisers
4 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
- 4442492
- Firm CRD
- 124645