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Alex Lecure

Smith Moore & CO.
13 Years of Experience
Jefferson City, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alex Lecure is a registered investment advisor at Smith Moore & CO., based in Jefferson City, MO, with 13 years of industry experience. Alex is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,142 clients with $2.4B in assets under management.

Smith Moore & CO.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
4,142 clients
Average Client Portfolio
$573K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual fees generally range between 0.5% and 3.0% of managed assets and are negotiable based on account size, investment types, portfolio complexity, and related family accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2422 Hyde Park Road, Suite A, Jefferson City, MO, 65109

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History

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.

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Other Business ActivitiesSells Insurance

Alex is an insurance agent since 2021, dedicating minimal time to insurance service and sales. Additionally, Alex provides seasonal tax preparation services, dedicating about a quarter of their time during tax season.

Employment History
Current Registrations
Smith, Moore & CO.Broker
September 2021 - Present · 5 yrs 1 mo
Smith Moore & CO.
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Huntleigh Advisors, INC.
October 2013 - May 2021 · 7 yrs 7 mos
K. W. Chambers & CO.Broker
February 2012 - December 2016 · 4 yrs 10 mos
State Registrations24 states
ALARCODEFLGAHIIAILKSLAMDMIMOMSNCNENYOKSDTNTXVAWI
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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