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Alexandria Davis

LPL Financial LLC
6 Years of Experience
San Diego, CA
1 Disclosure
View SEC Summary
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Alexandria Davis is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 6 years of industry experience. Alexandria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 2010
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Facet
January 2023 - April 2023 · 3 mos
Ameriprise Financial Services, INC.Broker
May 2016 - October 2018 · 2 yrs 5 mos
Ameriprise Financial Services, INC.
May 2016 - October 2018 · 2 yrs 5 mos
Metlife Securities INC.
February 2015 - March 2016 · 1 yr 1 mo
Metlife Securities INC.Broker
November 2014 - March 2016 · 1 yr 4 mos
Waddell & ReedBroker
September 2014 - November 2014 · 2 mos
State Registrations1 state
CA
Advisor

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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