AH
CFP
AH
CFP

Alyce Hackett

39 Years of Experience
Morristown, NJ
Broker

Alyce Hackett is a CFP-designated registered investment advisor at LPL Financial LLC, based in Morristown, NJ, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Morristown, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alyce is the President of Dorset Hollow HOA, a non-profit board, since 2006, dedicating about 10-20% of her time. She also operates Lifestyle Resources as a DBA for her LPL business, starting in 2007, taking about half of her time.

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 1 yr 4 mos
LPL Financial LLCBroker
March 2025 - Present · 1 yr 4 mos
Previous Registrations
Ic Advisory Services, INC.
October 2017 - March 2025 · 7 yrs 5 mos
The Investment Center, INC.Broker
September 2017 - March 2025 · 7 yrs 6 mos
Summit Equities, INC.Broker
November 2012 - October 2017 · 4 yrs 11 mos
Summit Financial Resources INC
November 2012 - October 2017 · 4 yrs 11 mos
Raymond James Financial Services Advisors, INC
January 2009 - November 2012 · 3 yrs 10 mos
Raymond James Financial Services
February 2008 - January 2009 · 11 mos
Raymond James Financial Services, INC.Broker
December 2007 - November 2012 · 4 yrs 11 mos
Royal Alliance Associates, INC.Broker
November 2006 - December 2007 · 1 yr 1 mo
Investment Advisors Asset Management, LLC
November 2006 - July 2008 · 1 yr 8 mos
Investment Advisors & Consultants, INC.Broker
February 1995 - December 2006 · 11 yrs 10 mos
Cadaret, Grant & CO., INC.Broker
November 1991 - February 1995 · 3 yrs 3 mos
Guardian Investor Services CorporationBroker
September 1990 - November 1991 · 1 yr 2 mos
W.D.R. Equity Resources, INC.Broker
January 1987 - September 1990 · 3 yrs 8 mos
State Registrations6 states
CAFLMANJNYSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.