Alexander Thomas is a registered investment advisor at LPL Financial LLC, based in The Villages, FL, with 14 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
2765 Brownwood Boulevard, The Villages, FL, 32163
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander owns commercial real estate since March 2024 and works as an associate financial advisor for D. C. C. N., Inc. since 2018, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Morgan Stanley
Morgan StanleyBroker
National Planning CorporationBroker
State Registrations43 states
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