Alan Shouse is a registered investment advisor at LPL Financial LLC, based in Fort Worth, TX, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Fort Worth, TX
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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.