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Alison Wyshock

LPL Financial LLC
13 Years of Experience
Horsham, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alison Wyshock is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Horsham, PA, with 13 years of industry experience. Alison 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
28129 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

200 Gibraltar Rd Ste 115, Horsham, PA, 19044

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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.

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Other Business ActivitiesSells Insurance

Alison sells non-variable insurance products, including life, disability, LTC, and fixed annuities, dedicating nearly full-time hours to this activity. She also provides investment advisory services through Wealthcare Advisory Partners, LLC and is involved with Soloff Wealth Management, along with owning rental real estate.

Employment History
Current Registrations
LPL Financial LLC
January 2019 - Present · 7 yrs 9 mos
Wealthcare Advisory Partners LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
November 2016 - Present · 9 yrs 11 mos
Previous Registrations
LPL Financial LLC
August 2017 - July 2018 · 11 mos
Hornor, Townsend & Kent, INC.Broker
August 2012 - November 2016 · 4 yrs 3 mos
State Registrations13 states
CACOCTDEHIILMDMTNJNYOHPASC
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.
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