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Tyson Allred

26 Years of Experience
Portland, OR
6 DisclosuresBroker

Tyson Allred is a registered investment advisor at LPL Financial LLC, based in Portland, OR, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

12630 SE Division St, Portland, OR, 97236

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2024
Settled
Customer Dispute
September 2023
Denied
Customer Dispute
June 2023
Denied
Customer Dispute
March 2015
Denied
Customer Dispute
April 2009
Denied
Customer Dispute
December 2004
Denied
Other 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
January 2023 - Present · 3 yrs 4 mos
LPL Financial LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
U.S. Bancorp Investments, INC.
April 2005 - November 2022 · 17 yrs 7 mos
U.S. Bancorp Piper Jaffray INC.Broker
May 2002 - August 2002 · 3 mos
U.S. Bancorp Investments, INC.Broker
August 2001 - November 2022 · 21 yrs 3 mos
Bidwell & CompanyBroker
February 1999 - May 2001 · 2 yrs 3 mos
Phillips & Company Securities INC.Broker
July 1998 - September 1998 · 2 mos
State Registrations11 states
ARAZCAFLIDKYNCOKORTXWA
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.