Allison Grace Forman
Investment Adviser Representative at LPL Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Allison Grace Forman is an investment adviser representative with LPL Financial LLC in Salem, OR, where they have been registered since 2024, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Oregon.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon
- Broker:
1 state or territory
Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Financial Freedom Wealth Management GroupAug 2022 – no end date reportedSalem, OR
- TrueHitt CompanyApr 2021 – Nov 2021Monmouth, OR
- Dutch Brothers CoffeeMay 2019 – Aug 2022Monmouth, OR
- Vidrio, Park, and Jarvis LLCMay 2019 – Dec 2020Dallas, OR
- McDonaldsFeb 2019 – May 2019Independance, OR
- West End BoutiqueSep 2018 – Nov 2018Salem, OR
- Western Oregon UniversitySep 2017 – Jun 2021Monmouth, OR
- McDonaldsAug 2016 – Sep 2017Madras, OR
- Taco BellMay 2015 – Jul 2017Madras, OR
- Ridgeview High SchoolSep 2015 – Jun 2017Redmond, OR
- McDonaldsJun 2018 – Sep 2018Madras, OR
- Cove Palisades Resort and MarinaJul 2017 – Sep 2017Culver, OR
- Cove Palisades Resort and MarinaJun 2018 – Sep 2018Culver, OR
- LPL Financial, LLC.Mar 2024 – no end date reportedSalem, OR
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24,114
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-10970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at LPL Financial LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Allison Grace Forman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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