Best Investors Account Sign in

Allison Norcutt

LPl Financial LLC

The Villages, FL

Dunnellon, FL

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-02-15
  • FL RA
    APPROVED
    Since 2018-02-15

Branch Locations

910 Old Camp Rd Ste 90, The Villages, FL 32162 • United States

Dunnellon, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sii Investments Ocala FL 05/2015 Present
Lpl Financial Llc The Villages FL 02/2018 Present
  • 05/2015 → Present
    Sii Investments
    Ocala, FL
  • 02/2018 → Present
    Lpl Financial Llc
    The Villages, FL
Previous Registrations
  • 2015-05-13 → 2018-02-15
    Sii Investments, Inc.
    The Villages, FL
    Appleton, WI
  • 2012-01-26 → 2015-05-07
    Lpl Financial Llc
    Beverly Hills, FL
    Fort Mill, SC
    Beverly Hills, FL
    Dunnellon, FL
    Owens Cross Roads, AL
    Brooksville, FL
    Tampa, FL
    Bradenton, FL
  • 2008-08-11 → 2011-12-22
    Truist Investment Services, Inc.
    Belleview, FL
    Dunnellon, FL
    Anthony, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
    Ocala, FL
Other Businesses

1. 01/09/2018 - Fross and Fross Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Registered Admin - 160 hours per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-04
  • S66 Uniform Combined State Law Examination
    2008-08-04
Other Names
  • Allison Norcut

View on SEC IAPD

Other Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ZENITH ADVISORY GROUP, LLC
STRATEGIC ADVISERS LLC
MORGAN STANLEY
AE WEALTH MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GRADIENT ADVISORS, LLC

Other Investors

TODD BLANKENSHIP
KEVIN GANUS
MICHAEL HARRISON
Elizabeth Kelly Moore
JENNIFER CAROL TAYLOR
BART ALAN PATTERSON
Jacob Carson Wells
Todd John Lietz

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · THE VILLAGES, FL
ZENITH ADVISORY GROUP, LLC · THE VILLAGES, FL
STRATEGIC ADVISERS LLC · THE VILLAGES, FL
MORGAN STANLEY · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
CHARLES SCHWAB & CO., INC. · The Villages, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THE VILLAGES, FL

More in The Villages, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor