Alexandra Wardell is a registered investment advisor at LPL Financial LLC, based in Denver, CO, with 12 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
4643 S Ulster Street Suite 550, Ofc 630, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexandra operates Meridian Wealth Management as a DBA for her LPL business, dedicating nearly full-time hours to it. She also provides administrative support to Meridan Wealth Management as a Registered Investment Advisor DBA, spending about a quarter of her time on this activity, and serves as a Notary for the State of CO, spending minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
Scottrade, INC.Broker
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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.