Alexandria Davis
Alexandria Davis is a CFP-designated registered investment advisor at LPL Financial LLC, based in Rancho Cordova, CA, with 5 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
Rancho Cordova, CA
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Regulatory History (1)
Criminal
April 2010Other Business Activities
Alexandria is the owner of Beyondtax, a tax preparation business, since 2020. This investment-related activity takes minimal time.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Facet
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Waddell & ReedBroker
State Registrations1 state
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.