Alexander Teodoro
Alexander Teodoro is a registered investment advisor at LPL Financial LLC, based in Mill Valley, CA, with 27 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
265 Miller Avenue, Suite 200, Mill Valley, CA, 94941
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2004Other Business Activities
Alexander is involved with Teodoro Financial Group, Inc. for accounting purposes and DBA Teodoro Wealth Management, dedicating full-time hours. He also works as a scuba diving instructor, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 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.
Exams
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