Alisonn Best
Alisonn Best is a CFP-designated registered investment advisor at LPL Financial LLC, based in Oklahoma City, OK, with 20 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
14604 Bogert Pkwy, Oklahoma City, OK, 73134
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Regulatory History
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 ActivitiesSells Insurance
Alisonn is involved with several business entities, including PDK Partner Properties LLC and Providence Financial Group LLC, primarily for tax or investment purposes. She also works with Taber Brokerage LLC and Associates of Clifton Park as an insurance broker, dedicating minimal time to these insurance-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
State Registrations23 states
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