Alexandra Chiklakis
Alexandra Chiklakis is a registered investment advisor at LPL Financial LLC, based in Ft. Myers, FL, with 7 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
12444 Brantley Commons Ct,#101, Ft. Myers, FL, 33907
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alexandra operates her LPL business through Henderson Wealth Partners. She is also an agent for Ash Brokerage, selling fixed annuities, life insurance, and long-term care, dedicating minimal time to this. Finally, Alexandra is a Notary Public and an ordained minister.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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