First Command Lawton
Allison Polk
First Command Financial Advisor
Contact
(580) 353-8772
(580) 353-1414
713 SW C Ave
Ste C
Lawton, Oklahoma, 73501
About Allison
Allison joined First Command Financial Services as a Financial Advisor in April 2019. Previously, Allison was a financial advisor intern and on-call branch office administrator in the financial services industry.
A graduate of the University of Missouri with a bachelor's degree in Business Administration, Allison holds Series 7 and 66 securities licenses plus state life and health insurance licenses.
Understanding that the single most powerful contributor to financial well-being is behavior, Allison works closely with her clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Allison is ready to assist clients as they pursue their goals through a lifetime financial journey. As a military spouse, Allison understands the financial struggles that come along with military life and is committed to helping military families improve their financial well-being.
In her free time, Allison enjoys crafting, golfing, traveling and spending time with her husband.
A graduate of the University of Missouri with a bachelor's degree in Business Administration, Allison holds Series 7 and 66 securities licenses plus state life and health insurance licenses.
Understanding that the single most powerful contributor to financial well-being is behavior, Allison works closely with her clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Allison is ready to assist clients as they pursue their goals through a lifetime financial journey. As a military spouse, Allison understands the financial struggles that come along with military life and is committed to helping military families improve their financial well-being.
In her free time, Allison enjoys crafting, golfing, traveling and spending time with her husband.
Allison Focuses in:
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
CLIENT STORIES
As a mission-driven organization serving those who serve our country, nothing makes us prouder than making a difference in the lives of our client families.
Amazing
First of all, Allison is amazing.
Professional
Her personality and professionalism were refreshing.
Dedicated
Thank you, First Command and Allison Polk!
Helpful
Working with First Command has been a great experience!
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This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.