Myles Pennington Allingham
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$819.1BFirm assets
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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
11 years in the industry.
- LPL Financial LLCNov 2024 to now
- Northwestern Mutual Life Insurance CompanyMay 2021 to Nov 2024
- Northwestern Mutual Wealth Management CompanyOct 2019 to May 2021
- Northwestern Mutual Investment Services LLCJun 2019 to Nov 2024
- Jacqueline FishApr 2019 to May 2021
- Jennie DerbyApr 2019 to May 2021
- UnemployedMar 2019 to Mar 2019
- Merrill LynchDec 2017 to Feb 2019
- Raymond JamesJan 2015 to Nov 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 6271760
- Firm CRD
- 6413