Alejandro Doble is a registered investment advisor at LPL Financial LLC, based in Rye Brook, NY, with 10 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
2 International Dr, Ste 110, Rye Brook, NY, 10573-1063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Alejandro is the Director of Tax at Allocation Resource Group, where he also uses the entity as a DBA for his LPL business; these activities take up a full-time commitment. He also has a business entity, Platinum United Wealth Group Inc., for tax/investment purposes, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
State Registrations8 states
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