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Alexander Hackley

21 Years of Experience
Centennial, CO
BrokerSells Insurance

Alexander Hackley is a registered investment advisor at Lifemark Securities CORP., based in Centennial, CO, with 21 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,053 clients with $420M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
80 advisors
Number of Clients
1,053 clients
Average Client Portfolio
$404K average
Assets Under Management
$424.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Representative fees generally range from 0.35% to 0.5% based on asset level, up to a maximum of 2.0%. Total client fees may exceed 2.0% depending on program selection and third-party manager fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2305 E. Arapahoe Road #235, Centennial, CO, 80122

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alexander is an independent insurance agent through Front Range Financial, LLC since 2004, spending about a quarter of their time on sales and service of insurance products. This DBA may be used for registered representative and Investment Advisor Representative transactions.

Employment History
Current Registrations
Lifemark Securities CORP.
May 2018 - Present · 8 yrs 5 mos
Lifemark Securities CORP.
March 2017 - Present · 9 yrs 7 mos
Lifemark Securities CORP.Broker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Blue Duck Wealth Management
March 2017 - April 2018 · 1 yr 1 mo
Verus Capital Partners, LLC
January 2015 - February 2017 · 2 yrs 1 mo
Verus Capital Partners, LLC
January 2014 - December 2014 · 11 mos
Securities America, INC.Broker
November 2013 - February 2017 · 3 yrs 3 mos
Prudential Financial Planning Services
November 2012 - April 2013 · 5 mos
Pruco Securities, LLC.Broker
October 2012 - April 2013 · 6 mos
Woodbury Financial Services, INC.
May 2005 - September 2012 · 7 yrs 4 mos
Woodbury Financial Services, INC.Broker
January 2005 - September 2012 · 7 yrs 8 mos
State Registrations19 states
ALARAZCACOFLGAHIIDKSMIMOMTNCNEPATXUTWA
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.
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