AL
AL

Alexander Dean Lewis

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
34,127 clients
Average Client Portfolio
$412K average
Assets Under Management
$14.1B

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

715 Kennerly Road, Irmo, SC, 29063

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 ActivitiesSells Insurance

Alexander provides administrative and investment advisory services through Independent Advisor Alliance and Blackbridge Financial, spending nearly full-time on these activities. He also engages in tax preparation, real estate rental through Lewis Holdings, LLC, and works as an agent for non-variable insurance through SAGE Insurance Partners and Dixon Wells/Vanbridge, dedicating minimal time to these roles.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
April 2017 - Present · 8 yrs 10 mos
LPL Financial LLCBroker
October 2016 - Present · 9 yrs 4 mos
State Registrations12 states
ALCACOFLGAILNCNYOHSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.