Allen Reid Kimbrell

LPL Financial LLC

31 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

1223 Jackson Ave, Suite 203, Oxford, MS, 38655

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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.

Other Business Activities

Allen is involved in several real estate rental businesses and acts as a trustee for a family trust, dedicating minimal time to each. He also provides investment advisory services through Advisor Resource Council, spending nearly full-time on this activity.