MA
CFP · ChFC
MA
CFP · ChFC

Myles Allingham

11 Years of Experience
Fort Mill, SC
Broker

Myles Allingham is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1055 Lpl Way, Fort Mill, SC, 29715

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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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Employment History
Current Registrations
LPL Financial LLC
November 2024 - Present · 1 yr 6 mos
LPL Financial LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
May 2021 - November 2024 · 3 yrs 6 mos
Northwestern Mutual Investment Services,llc
June 2019 - May 2020 · 11 mos
Northwestern Mutual Investment Services, LLCBroker
June 2019 - November 2024 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2018 - February 2019 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2017 - February 2019 · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
January 2015 - November 2017 · 2 yrs 10 mos
Spire Securities, LLCBroker
May 2014 - December 2014 · 7 mos
Ameriprise Financial Services, INC.Broker
March 2014 - April 2014 · 1 mo
State Registrations2 states
NCSC
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.
Myles Allingham - Financial Advisor | TrueAdvisor