AE
AE

Alexander Elkin

22 Years of Experience
Farmington Hills, MI
1 DisclosureBroker

Alexander Elkin is a registered investment advisor at LPL Financial LLC, based in Farmington Hills, MI, with 22 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

31731 Northwestern Hwy, Ste 151W, Farmington Hills, MI, 48334

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2008
Closed-No Action
Employment History
Current Registrations
LPL Financial LLC
July 2010 - Present · 16 yrs 3 mos
LPL Financial LLC
October 2009 - Present · 17 yrs
LPL Financial LLCBroker
October 2009 - Present · 17 yrs
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - November 2009 · 5 mos
Citigroup Global Markets INC.Broker
February 2004 - June 2009 · 5 yrs 4 mos
State Registrations5 states
FLMAMIORWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors