Alex Lewellyn is a registered investment advisor at LPL Financial LLC, based in Medford, OR, with 11 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
714 Cardley Ave, Medford, OR, 97504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alex operates Lewellyn Wealth as a DBA for his LPL business, dedicating nearly full-time hours to it. He also co-owns Seven Bushes, LLC, owns GREENWATER LLC for tax/investment purposes, and works in commercial fishing, dedicating minimal time to the latter three activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Triad Advisors, LLC
Lewellyn Financial Management
Triad Advisors LLCBroker
State Registrations8 states
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