Alyson Burkett, is a registered investment advisor at LPL Financial LLC, based in Roswell, GA, with 16 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
570 W Crossville Rd, Ste 202, Roswell, GA, 30075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alyson is the owner of Skodack Incorporated, a business entity for tax/investment purposes, and co-owner of Burkett Commercial Real Estate LLC. She also operates 21 Goats Financial Planning as a DBA for her LPL business, dedicating a few hours per week to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations7 states
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