Alisonn
Best

Lpl Financial LLC

CRD#5530195
Investment Advisor
in Edmond, OK

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About this Advisor

Alisonn Best is a certified financial planner operating in Edmond, Oklahoma, with 12 years of work experience. Best is currently employed by Lpl Financial LLC. During their career, the advisor has held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Gailynn Phelps, Providence Financial Group LLC, A Best Property LLC, Pdk Partner Properties LLC and Lpl Financial LLC. Best holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Oklahoma and Texas. Lpl Financial LLC is a financial advisory business that has its headquarters in Edmond, Oklahoma. The investment advisory business has offices in 9,898 locations and a total of 28,744 financial advisors. It oversees $404 billion in assets under management across its 1,517,995 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 3,162 charitable organizations. Of its 1,517,995 customer accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on which services are provided. However, fee types billed by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1425 S Fretz Ave
Edmond, OK 73003

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

OK Average: $646,059,043
Total Number of Employees

28,744

OK Average: 13
Total Number of Accounts

1,517,995

OK Average: 661
Average Account Size

$266,257

OK Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Alisonn Best Work History

Alisonn has 12 years of experience.

2021 - Present (1 year)

Lpl Financial LLC

2021 - 2021 (< 1 year)

A Best Property LLC

2021 - 2021 (< 1 year)

Pdk Partner Properties LLC

2019 - 2021 (2 years)

Providence Financial Group LLC

2014 - 2019 (5 years)

Gailynn Phelps

2010 - 2021 (11 years)

Waddell & Reed, Inc

2010 - 2021 (11 years)

Various Insurance Carriers For W & R Insurance Agencies

Disclosures

Alisonn Best has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Paul Goeke
Saint Louis, MO
Jonathan Davis
Spokane, WA
Tyler Atkinson
Bellevue, WA
Anthony Velarde
Oxnard, CA
Anthony Rue
San Diego, CA
Bret Edensword
Seattle, WA
Ruthanna Goodman
Louisville, KY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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