Makes all the difference

Allie Segura

Client Associate

Allie began her career at UBS in 2015 as a Registered Client Service Associate. She has over 5 years of industry experience as a Registered Representative and Regional Advisory Consultant. Soon after receiving her Bachelor's of Business Administration degree in Finance from Texas State University, Allie became registered as a General Securities Representative and a Uniform Securities State Agent (Series 7, 66, & 63). With a focus on service and support, Allie works closely with Craig to manage all aspects of the client relationship.

Registered States:
  • CA
  • CT
  • FL
  • GA
  • ME
  • MI
  • MO
  • MS
  • NJ
  • NM
  • NY
  • TX
  • WA


  • Texas State University, Bachelor's of Business Administration Degree in Finance
200 Concord Plaza Drive
Suite 300
San Antonio, TX 78216

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