UBS Financial Services
47yrs
Top 1% by experience in Louisville
32yrs
Robert Allison is a fiduciary financial advisor in Louisville, Kentucky, with 32 years in the industry. Robert joined LPL Financial in 2021, after 23 years at Waddell & Reed. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 9% by experience in Kentucky
Office3038 Breckenridge Lane Suite 101, Louisville, KY 40220
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 1999 – 2021Waddell & ReedPreviously
Contact Robert
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Robert. 3038 Breckenridge Lane Suite 101Louisville, KY 40220Office · Get directions Facebook pageLPL Financial
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call LPL Financial at (704) 733-3300 and ask for Robert Allison. Robert works from the Louisville, KY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1994, about 32 years. Top 9% by experience in Kentucky.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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