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Robert Cecil Allison

GAVION, LLC·MEMPHIS, Tennessee
Series 000, Series 1, Series 4, Series 5, Series 12, Series 40, Series 63Clean recordGAVION, LLC
6000 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 3731Firm CRD# 167807

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Cecil Allison · MEMPHIS, TN
Registration
CRD #3731 · GAVION, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 000
Series 1
Series 4
Series 5
Series 12
Series 40
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GAVION, LLC
CRD 167807 · SEC 801-78065
AUM
$218M
Regulatory assets under management
Employees
12
13 client accounts
Services offered by GAVION, LLC
Per Form ADV
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at GAVION, LLC →
Introduction

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04

Frequently Asked Questions

What services does Robert Cecil Allison offer?
Robert Cecil Allison specializes in Retirement Planning. Contact their office in MEMPHIS, Tennessee for a consultation.
What are Robert Cecil Allison's credentials?
Robert Cecil Allison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Cecil Allison located?
Robert Cecil Allison is based in MEMPHIS, Tennessee, working with GAVION, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.
How does Robert Cecil Allison charge for services?
Robert Cecil Allison's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GAVION, LLC?
GAVION, LLC has approximately 12 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GAVION, LLC

Miles Slocum Fortas
MEMPHIS, TN
Brian L Jones
MEMPHIS, TN
Curtis Wayne Williams
MEMPHIS, TN
Ian M Janecek
MEMPHIS, TN
Robert Alan Longfield
MEMPHIS, TN
Michael Edward Perdzock
MEMPHIS, TN

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