Allen Kimbrell is a registered investment advisor at LPL Financial LLC, based in Oxford, MS, with 31 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
1223 Jackson Ave, Suite 203, Oxford, MS, 38655
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Advisor Resource Council
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Citigroup Global Markets INC.Broker
J.C. Bradford & CO.Broker
State Registrations6 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.