Alexander Hill is a CFA-designated registered investment advisor at Indexperts, LLC, based in Charlotte, NC, with 13 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 3 clients with $100M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$100.9M
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Location
516 North Tryon Street, Charlotte, NC, 28202
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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.
Learn about disclosures →Employment History
Current Registrations
Indexperts, LLC
November 2024 - Present · 1 yr 11 mos
Linden Thomas Advisory Services, LLC
June 2018 - Present · 8 yrs 4 mos
Linden Thomas and Company Securities, LLCBroker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
April 2016 - June 2018 · 2 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2016 - June 2018 · 2 yrs 2 mos
Haverford Financial Services, INC.
August 2014 - December 2014 · 4 mos
Haverford Trust Securities, INC.Broker
October 2013 - September 2015 · 1 yr 11 mos
Vanguard Marketing CorporationBroker
September 2013 - October 2013 · 1 mo
AXA Advisors, LLC
August 2012 - November 2012 · 3 mos
AXA Advisors, LLCBroker
August 2011 - November 2012 · 1 yr 3 mos
State Registrations1 state
NC
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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