Alexander Brand
Alexander Brand is a registered investment advisor at LPL Financial LLC, based in Glen Allen, VA, with 25 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
4470 Cox Rd. Suite 150, Glen Allen, VA, 23060
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alexander is doing business as Capstone Financial Partners, INC, an entity for LPL business, since 2022. He also works with Capstone Financial Partners in non-variable insurance, dedicating minimal time, and is a non-profit board member for Rivergate Homeowner's Association since 2021.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edmunds White Partners LLC
Suntrust Robinson Humphrey, INC.Broker
StephensBroker
Stephens
Scott & Stringfellow, INC.
Scott & Stringfellow, INC.Broker
Scott & Stringfellow, INC.Broker
Smith Barney INC.Broker
State Registrations1 state
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.