Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Barden is a financial advisor at LPL Financial LLC, a firm with over $50 billion in assets under management. Allison has been in the financial services industry since December 2010 and is licensed to provide investment advice in both New York and South Carolina. Allison offers a variety of services to her clients including financial planning, portfolio management, and educational seminars. Prior to joining LPL Financial LLC, Allison worked for Wells Fargo Advisors, Morgan Stanley, and Cadaret, Grant & Co., Inc.
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.
1
2
SC
11/18/2020 - Present
LPL Financial LLC (FORT MILL SC)
NY
08/10/2018 - 11/11/2020
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
01/18/2017 - 08/06/2018
MORGAN STANLEY (SYRACUSE NY)
NY
11/11/2013 - 12/06/2016
WELLS FARGO ADVISORS (DEWITT NY)
NY
10/01/2012 - 06/12/2013
J.P. MORGAN SECURITIES LLC (LIVERPOOL NY)
NY
06/07/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LIVERPOOL NY)
IA
Issued 04/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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