TrueAdvisor
TrueAdvisor
AK
AK

Allen Kimbrell

LPL Financial LLC
31 Years of Experience
Oxford, MS
Broker
View SEC Summary
View SEC Summary

Allen Kimbrell is a registered investment advisor at LPL Financial LLC, based in Oxford, MS, with 31 years of industry experience. Allen 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1223 Jackson Ave, Suite 203, Oxford, MS, 38655

Get directions

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.

Learn about disclosures →
Other Business Activities

Allen is involved in several real estate rental businesses and acts as a trustee for a family trust, dedicating minimal time to each. He also provides investment advisory services through Advisor Resource Council, spending nearly full-time on this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2021 - Present · 5 yrs 6 mos
Advisor Resource Council
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - April 2021 · 13 yrs 3 mos
Wells Fargo Clearing Services, LLC
January 2008 - April 2021 · 13 yrs 3 mos
A. G. Edwards & Sons, INC.
September 2004 - January 2008 · 3 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
May 2003 - January 2008 · 4 yrs 8 mos
Citigroup Global Markets INC.Broker
May 1998 - June 2003 · 5 yrs 1 mo
J.C. Bradford & CO.Broker
October 1994 - May 1998 · 3 yrs 7 mos
State Registrations6 states
ALARGAMSSDVA
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.
More Advisors
More financial advisors in Oxford, MS →All financial advisors in Mississippi →