Charles Bennett Allison
Investment adviser representative at M. E. Allison & Co., Inc.
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$366.4MFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Sol Schwartz & AssociatesDec 2005 to now
- M. E. Allison & Co., Inc.Jan 2005 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
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
- 4615330
- Firm CRD
- 1047