Helen Alexander
Helen Alexander is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Kelso, WA, with 26 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
102 NW 5th Ave, Kelso, WA, 98626
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Regulatory History (1)
Customer Dispute
May 2023Other Business ActivitiesSells Insurance
Helen is an insurance agent selling various insurance products since July 2023, dedicating about 10-20% of her time. She also prepares tax returns for H&R Block and provides tax services for Trajan Tax, spending minimal time and a few hours per week, respectively.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Trajan Wealth, L.L.C.
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
New England SecuritiesBroker
Nylife Securities INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.