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Allison Ingles

LPL Financial LLC
8 Years of Experience
Ann Arbor, MI
Broker
View SEC Summary
View SEC Summary

Allison Ingles is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ann Arbor, MI, with 8 years of industry experience. Allison 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

2950 S. State Street, Suite 340, Ann Arbor, MI, 48104

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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 Activities

Allison operates her LPL business under the name Evangelista & Associates. She is also an investment advisor representative (IAR) with Capital Asset Advisory Services, LLC, spending nearly full-time on this activity, and with CG Advisory Services, dedicating minimal time.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2023 - Present · 3 yrs 6 mos
Cg Advisory Services
October 2021 - Present · 5 yrs
Previous Registrations
Geneos Wealth Management, INC.Broker
October 2021 - April 2023 · 1 yr 6 mos
Cg Advisory Services
January 2018 - October 2021 · 3 yrs 9 mos
Geneos Wealth Management, INC.Broker
October 2017 - October 2021 · 4 yrs
State Registrations15 states
AZCAFLHIINMDMIMNNYOHSCTXUTVAWI
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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