Alison ByersCRD 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 9 years of experience in the finance industry.
Ewealth Consulting, LLC
Fit Financial Consulting LLC
Wealth Legacy Institute, Inc.
|Lpl Financial LLC||Charlotte, NC||Sep 2014 - Current||3|
|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|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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