Alisonn Lea Best

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 07/2021
  Waddell & Reed, Inc.
  Edmond, OK
• 10/2010 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Edmond, OK
• 02/2014 → 01/2019
  Gailynn Phelps
  Edmond, OK
• 05/2019 → 07/2021
  Providence Financial Group Llc
  Edmond, OK
• 03/2021 → 07/2021
  A Best Property Llc
  Edmond, OK
• 02/2021 → 07/2021
  Pdk Partner Properties Llc
  Edmond, OK
• 07/2021 → Present
  Lpl Financial Llc
  Edmond, OK

Previous Registrations

• 2005-05-22 → 2021-07-21
  Waddell & Reed
  Edmond, OK
  Edmond, OK

Other Businesses

1- 02/2021 / PDK PARTNER PROPERTIES LLC / Business Entity For Tax/Investment Purposes Only / 5 HR MNTH / Investment Related / EDMOND OK 73003 2- 10/2019 / DBA for LPL Business (entity for LPL business) / Providence Financial Group / Investment Related / EDMOND OK 73003 3- 10/2019 / PROVIDENCE FINANCIAL GROUP LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / EDMOND OK 73003 4- 11/2021 / Taber Brokerage LLC / Non-Variable Insurance / 5 HR MNTH & 1 HR During Trading / Investment Related / Edmond OK 73003 5- 07/24/2024 - Associates of Clifton Park - Non-Variable Insurance - Insurance Broker - Investment Related - At Reported Business Location(s) - Start Date 05/13/2024 - 1 Hour Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2010-12-02

Designations

• Certified Financial Planner

Other Names

• Alisonn Lea Phelps
• Alisonn Fink
• Alisonn Lea Fink