TrueAdvisor
TrueAdvisor
AB
CFP
AB
CFP

Alisonn Best

LPL Financial LLC
21 Years of Experience
Oklahoma City, OK
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alisonn Best is a CFP-designated registered investment advisor at LPL Financial LLC, based in Oklahoma City, OK, with 21 years of industry experience. Alisonn 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

14604 Bogert Pkwy, Oklahoma City, OK, 73134

Get directions

History

Regulatory History
Clean regulatory record

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
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & ReedBroker
August 2010 - July 2021 · 10 yrs 11 mos
Waddell & Reed
May 2005 - July 2021 · 16 yrs 2 mos
State Registrations23 states
ARAZCACOFLIAIDILKSMIMNMOMSNJNMNVNYOHOKORPATXWA
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.
More Advisors
More financial advisors in Oklahoma City, OK →All financial advisors in Oklahoma →