AL
AL

Alexandra Lobiondo

5 Years of Experience
Wellington, FL
Broker

Alexandra Lobiondo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wellington, FL, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

12400 South Shore Blvd., Wellington, FL, 33414

Get directions

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.

Learn about disclosures →
Other Business Activities

Alexandra is an associate/employee at Boynton Financial Group, Inc. performing various office duties. She dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 6 mos
State Registrations30 states
ALAZCACOCTDCDEFLGAILINKSLAMEMIMOMSNCNJNMNYOHORPAPRSCTNTXVAWY
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.