Naser Alzer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cedar Park, TX, with 22 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
Cedar Park, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Naser operates Alzer Financial as a DBA for his LPL business since 2016. He also owns Alzer's Barbeque since 2017, dedicating a few hours per week to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Capital One Advisors, LLC
Capital One Investing, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
LPL Financial CorporationBroker
LPL Financial Corporation
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 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.