Steven
Allison
Lpl Financial LLC
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About this Advisor
Steven Allison is a financial advisor who works out of Hurst, Texas with 3 years of relevant experience. Allison is on the advisory team at Lpl Financial LLC. During their career, the advisor has held roles at Axa Advisors, LLC, Securities America, Inc, Securities America Advisors, Inc and Lpl Financial, LLC. Allison has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Lpl Financial LLC is a financial advisory firm that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It administers $368 billion in total assets among its 1,688,501 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm offers 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. Financial advisory fee schedules are based on which services the firm provides the client. Fees billed by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Steven Allison Work History
Steven has been registered as a financial advisor for 3 years.*
Lpl Financial, LLC
Securities America, Inc
Securities America Advisors, Inc
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Allison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Purchase, NY
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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