Brian Scott Allred
Investment adviser representative at LPL Financial LLC
24 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- LPL Financial LLCFeb 2026 to now
- Money Concepts Capital CorpFeb 2022 to Feb 2026
- Kovack Advisors, Inc.Jul 2021 to Feb 2022
- Kovack Securities, Inc.Apr 2021 to Feb 2022
- AIG Capital Services, Inc.Jul 2018 to Apr 2021
- American General Life InsuranceJul 2018 to Apr 2021
- UnemployedMar 2018 to Jul 2018
- Jackson National Life DistributorsJun 2002 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2334371
- Firm CRD
- 6413