Lpl Financial LLC
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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Alisonn Best Work History
Alisonn has 12 years of experience.
Lpl Financial LLC
A Best Property LLC
Pdk Partner Properties LLC
Providence Financial Group LLC
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
Alisonn Best has no disclosures.
Please visit their SEC profile for more details.
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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 firstname.lastname@example.org. 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.
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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.