Allison Grace Forman
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- LPL Financial, LLC.Mar 2024 to now
- Financial Freedom Wealth Management GroupAug 2022 to now
- Truehitt CompanyApr 2021 to Nov 2021
- Dutch Brothers CoffeeMay 2019 to Aug 2022
- Vidrio, Park, and Jarvis LLCMay 2019 to Dec 2020
- McdonaldsFeb 2019 to May 2019
- West End BoutiqueSep 2018 to Nov 2018
- Cove Palisades Resort and MarinaJun 2018 to Sep 2018
- McdonaldsJun 2018 to Sep 2018
- Western Oregon UniversitySep 2017 to Jun 2021
- Cove Palisades Resort and MarinaJul 2017 to Sep 2017
- McdonaldsAug 2016 to Sep 2017
- Ridgeview High SchoolSep 2015 to Jun 2017
- Taco BellMay 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7605831
- Firm CRD
- 6413