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Alexander Hinson

12 Years of Experience
San Diego, CA
Broker

Alexander Hinson is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

4707 Executive Dr, San Diego, CA, 92121-3091

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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 Activities

Alexander operates Iron Oak Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also engages in art and design through ALH Studio and owns a real estate rental property called Romance Rooftop, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLC
May 2021 - Present · 5 yrs
LPL Financial LLC
April 2021 - Present · 5 yrs 1 mo
LPL Financial LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
July 2017 - April 2021 · 3 yrs 9 mos
Ameriprise Financial Services, LLCBroker
July 2017 - April 2021 · 3 yrs 9 mos
Invest Financial Corporation
July 2014 - August 2017 · 3 yrs 1 mo
Invest Financial CorporationBroker
July 2014 - August 2017 · 3 yrs 1 mo
Morgan Stanley
April 2013 - April 2014 · 1 yr
Morgan StanleyBroker
April 2013 - April 2014 · 1 yr
Morgan StanleyBroker
August 2012 - October 2012 · 2 mos
State Registrations3 states
ALFLGA
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.
Alexander Hinson - Financial Advisor | TrueAdvisor