Alexander Sutton is a registered investment advisor at LPL Financial LLC, based in Cary, NC, with 5 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
1317 Brook Arbor Dr, Cary, NC, 27519
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander operates his LPL business through Odyssey Capital, dedicating nearly full-time hours to it. He also works part-time as an affiliate marketer for Credique and MaxBounty, and with E-local, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 states
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