William R. Allison, Jr. CFP<sup>&reg;</sup> - Financial Advisor

William R. Allison, Jr. CFP®

Vice President - Investments

Stifel Nicolaus & Company

1311 Spring St
Gulfport, MS 39507-3420
(228) 867-1206

General

William Allison is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stifel Nicolaus & Company in Gulfport, MS and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Stifel, Nicolaus & Company, Incorporated

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Limited Partnerships, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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