Alison Byers, financial advisor Denver CO
93 score

Alison Byers

CRD Number: 5317734
Current Firm: Lpl Financial LLC

Alison Byers (CRD# 5317734) is an Investment Advisor Representative working at Lpl Financial LLC in Denver, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Charlotte, NC Sep 2014 - Current 2
Cetera Investment Advisers LLC Denver, CO Jan 2014 - Sep 2014 < 1
Cetera Advisors LLC Denver, CO Jan 2013 - Sep 2014 1
Cetera Advisor Networks El Segundo, CA Jan 2013 - Sep 2014 1
Cetera Financial Group El Segundo, CA Nov 2012 - Sep 2014 1
Cetera Financial Specialists Denver, CO Nov 2012 - Sep 2014 1
Cetera Financial Institutions St. Cloud, MN Jan 2013 - Jun 2014 1
Multi-financial Securities Corporation Denver, CO Nov 2012 - Dec 2012 < 1
Financial Network Investment Corporation El Segundo, CA Nov 2012 - Dec 2012 < 1
Primevest Financial Services St Cloud, MN Nov 2012 - Dec 2012 < 1
Tiaa-cref Individual & Institutional Services, LLC Denver, CO Jan 2012 - Nov 2012 < 1
Tiaa Denver, CO Jan 2012 - Nov 2012 < 1
Chase Investment Services Corp Columbus, OH Feb 2010 - Jan 2012 1
The Huntington Investment Company Columbus, OH Mar 2007 - Feb 2010 2
Medallion Brokerage Insurance Agency Youngstown, OH Nov 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Alison N. Byers
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CO
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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