Barry Allred is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 27 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
5145 Morena Pl, San Diego, CA, 92110-3921
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barry owns rental real estate properties and is involved in a family business. He also operates B E Allred Investment Inc as a DBA for his LPL business, dedicating about a quarter of his time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
B & C Wealth Management
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sentra Securities CorporationBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations12 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.