Alan Shouse is a registered investment advisor at LPL Financial LLC, based in Fort Worth, TX, with 39 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Fort Worth, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2012Other Business Activities
Alan has been involved in tax preparation and accounting since 1976, dedicating minimal time to it. He also works with Stewardship Tax Advisors, LP, spending nearly full-time hours on tax preparation and accounting.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations11 states
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
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