Alexander
Teodoro
Lpl Financial LLC
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About this Advisor
Alexander Teodoro is a financial advisor working out of Mill Valley, California, who has been in the financial industry for 19 years. Teodoro is an employee of Lpl Financial LLC. They have spent the entirety of their employment at Lpl Financial Llc. Teodoro has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Lpl Financial LLC is a registered investment business operating out of Mill Valley, California. The firm has offices in 9,898 locations and a total of 28,744 advisors. It handles $404 billion in assets under management between its 1,517,995 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 3,162 charities and foundations. Of its 1,517,995 customer accounts, 31% are held by high-net-worth investors who have more than $1 million in assets. Lpl Financial LLC has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely depend on the services provided. However, fees charged by Lpl Financial LLC can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lpl Financial LLC Brokerage Details
$404,176,194,148
28,744
1,517,995
$266,257
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Alexander Teodoro Work History
Alexander has 19 years of experience.
Linsco/Private Ledger Corp
Disclosures
Alexander Teodoro has disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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