AA
AA

Alexander Abramson

17 Years of Experience
Locust Grove, VA
Broker

Alexander Abramson is a registered investment advisor at LPL Financial LLC, based in Locust Grove, VA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Locust Grove, VA

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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 Activities

Alexander works as an executive admin for Insight Systems Corp, a non-investment related role. This takes about 10-20% of Alexander's time.

Employment History
Current Registrations
LPL Financial LLC
August 2023 - Present · 3 yrs 1 mo
LPL Financial LLC
August 2023 - Present · 3 yrs 1 mo
LPL Financial LLCBroker
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
PNC Investments
February 2014 - August 2023 · 9 yrs 6 mos
PNC InvestmentsBroker
January 2014 - August 2023 · 9 yrs 7 mos
Wells Fargo Advisors, LLCBroker
October 2010 - May 2011 · 7 mos
Citigroup Global Markets INC.Broker
May 2007 - July 2010 · 3 yrs 2 mos
Citicorp Investment ServicesBroker
April 2006 - May 2007 · 1 yr 1 mo
State Registrations7 states
AZCADCMDSCTNVA
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.