Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alissa? Claim Your ProfileAlissa Axford is a financial advisor registered with LPL Financial LLC. Alissa is a licensed financial advisor and investment advisor representative and has worked in the financial industry since 2008. Alissa's main office location is in Fort Morgan, CO, and she is also registered to conduct business in multiple states, including Texas, Nebraska, and Colorado. Alissa is a dedicated financial professional and has a history of providing comprehensive financial advice and investment management services to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
06/25/2024 - Present
LPL Financial LLC (FORT MORGAN CO)
CO
01/01/2010 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (FORT MORGAN CO)
BC
Issued 01/09/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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