Lonnie Liston
Lonnie Liston is a registered investment advisor at LPL Financial LLC, based in Franklin, TN, with 34 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
320 Liberty Pike, Suite 120, Franklin, TN, 37064
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2007Other Business ActivitiesSells Insurance
Lonnie is compensated from investment-related sales of insurance and annuities through the firm and its affiliated entities. These entities are FTB Advisors Insurance Services, Inc. and First Horizon Insurance Services, Inc.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Horizon Advisors, INC
Ftb Advisors, INC.
Ftb Advisors, INC.
First Horizon Advisors, INC.Broker
Jmc Investment Services, INC.Broker
Jmc Financial CorporationBroker
State Registrations16 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.