Alexander Walter Hall

Orion Portfolio Solutions, LLC

5 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Orion Portfolio Solutions, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

182 advisors

Number of Clients

194,403 clients

Average Client Portfolio

$297K average

Assets Under Management

$57.7B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

17605 Wright St, Omaha, NE, 68130

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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.

Other Business Activities

Alexander works as a Lyft driver. This activity is not investment-related and the time commitment is not specified.

Employment History

Current Registrations

Orion Portfolio Solutions, LLC

May 2025 - Present · 9 mos

Previous Registrations

Fidelity Brokerage Services LLCBroker

July 2016 - August 2021 · 5 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.