Alison Wyshock is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Horsham, PA, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
200 Gibraltar Rd Ste 115, Horsham, PA, 19044
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alison sells non-variable insurance products, including life, disability, LTC, and fixed annuities, dedicating nearly full-time hours to this activity. She also provides investment advisory services through Wealthcare Advisory Partners, LLC and is involved with Soloff Wealth Management, along with owning rental real estate.
Employment History
Current Registrations
LPL Financial LLC
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Hornor, Townsend & Kent, INC.Broker
State Registrations13 states
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