Alexander Bryan is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 2 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2750 Park East Drive Suite 200, Beachwood, OH, 44122
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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 Activities
Alexander is affiliated with Stratos Wealth Partners in multiple capacities, including as a DBA for LPL business and providing administrative support to Stratos Wealth Partners, LTD. These activities are investment-related and take up nearly all of Alexander's time.
Employment History
Current Registrations
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 states
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
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