Alexander Forster is a registered investment advisor at LPL Financial LLC, based in Fort Lauderdale, FL, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
634 NE 3rd Avenue, Fort Lauderdale, FL, 33304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Alexander operates We Florida Retirement & Investments as a DBA for his LPL business, dedicating full-time hours to it. He also owns Ananda Properties LLC for tax/investment purposes, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Santander Securities
Santander Securities LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Calamos Advisors LLC
Calamos Financial Services LLCBroker
Delta Equity Services CorporationBroker
Delta Equity Services CorporationBroker
Skandia Securities Americas, INC.Broker
Hsbc Securities (USA) INC.Broker
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Riggs Securities INC.
Riggs Securities INC.Broker
Citicorp Investment ServicesBroker
Riggs Investment CORP.Broker
Nicholas-Applegate Securities (a California Limited Partnership)Broker
Seligman Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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