Alexander Lessard
Alexander Lessard is a registered investment advisor at Independent Financial Group, LLC, based in Alhambra, CA, with 28 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Alhambra, CA
Get directionsHistory
Regulatory History (2)
Regulatory
August 2013Customer Dispute
January 2010Other Business Activities
Alexander owns The Palisades Financial Group, a DBA used for marketing purposes, and dedicates about 10-20% of his time to it. He also serves on the boards of several non-profit organizations and is an adjunct professor, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Afa Advisor Services LLC
Afa Financial Group, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations3 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.