Tyson Allred is a registered investment advisor at LPL Financial LLC, based in Portland, OR, with 27 years of industry experience. Tyson 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
12630 SE Division St, Portland, OR, 97236
Get directionsHistory
Regulatory History (6)
Customer Dispute
May 2024Customer Dispute
September 2023Customer Dispute
June 2023Customer Dispute
March 2015Customer Dispute
April 2009Customer Dispute
December 2004Other Business Activities
Tyson operates under several DBAs for his LPL business, including Members Financial Services, Unitus Financial Advisors, and HAPO Investment Services. He also co-owns Allred Farm, which is not investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Piper Jaffray INC.Broker
U.S. Bancorp Investments, INC.Broker
Bidwell & CompanyBroker
Phillips & Company 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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