Fredrick Alexander
Fredrick Alexander is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 17 years of industry experience. Fredrick 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
9060 Andermatt Dr Ste 101, Lincoln, NE, 68526
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2012Other Business ActivitiesSells Insurance
Fredrick is involved in several business activities, including WeVote, Alexander & Greenlee LLC, Luke Alexander JD, and real estate rental. He also has DBAs for his LPL business and sells non-variable insurance through Family First Life, TNBC, Life Stage Brokerage, and Reliance Standard, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations21 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
More Advisors
- Benjamin Thiele, CFPLPL Financial LLC
- Austin Costello, CFPLPL Financial LLC
- Nathan Rink, CFPLPL Financial LLC
- Adam Mach, CFPLPL Financial LLC
- Kevin Deaver, CFPLPL Financial LLC
- Heather HarmsLPL Financial LLC