• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
ALLISON LEE Wright
ALLISON LEE Marshall, Allison Marshall, ALLISON LEE WRIGHT, ALLISON WRIGHT, Alli Wright
CRD#: 6112320
IA
Investment Adviser
B
Previous Broker
IMA ADVISORY SERVICES, INC.CRD#: 112091 14221 Dallas Parkway
Suite 700
Dallas, TX 75254
Registration History
20132014201520162017201820192020202120222023202420252026IAIMA ADVISORY SERVICES, INC. (CRD# 112091)2017 - Present (7 years)BIMA WEALTH (CRD# 112091)2017 - 2023 (6 years)IABKD WEALTH ADVISORS, LLC (CRD# 110905)2013 - 2017 (4 years)
License(s)

State Registrations

IA
Kansas 6/5/2024

IA
Texas 6/20/2017

Current Registration(s)
IA
IMA ADVISORY SERVICES, INC. (CRD#:112091)
14221 Dallas Parkway Suite 700, Dallas, TX 75254
Registered with this firm since 6/20/2017

Previous Registration(s)
th hidden textth hidden textNameLocation
B
08/04/2017 - 12/15/2023 IMA WEALTH (CRD#:112091) Dallas, TX
IA
01/21/2013 - 07/11/2017 BKD WEALTH ADVISORS, LLC (CRD#:110905) KANSAS CITY, MO
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.