Alexa
Brascetta

Lpl Financial LLC

CRD#5672856
Investment Advisor
in Aurora, CO

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About this Advisor

Alexa Brascetta is a financial advisor based in Aurora, Colorado, working with Lpl Financial LLC. Alexa has previously held positions at Sammons Securities Co. LLC, Sammons Financial Network, LLC, Midland National Life, Lpl Financial, Western Wealth Management LLC, Cwm, LLC Dba Carson Group Partners, Cetera Advisor Networks, Valorem Financial, and Lpl Financial LLC. Alexa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Alexa is part of Lpl Financial LLC, which operates out of Aurora, Colorado. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Aurora, CO

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

CO Average: $646,059,043
Total Number of Employees

35,841

CO Average: 13
Total Number of Accounts

1,910,545

CO Average: 661
Average Account Size

$242,588

CO Average: $977,396

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

Alexa Brascetta Work History

2023 - Present (1 year)

Lpl Financial LLC

2022 - 2023 (1 year)

Valorem Financial

2018 - 2018 (< 1 year)

Lpl Financial

2018 - 2018 (< 1 year)

Western Wealth Management LLC

2018 - 2023 (5 years)

Cwm, LLC Dba Carson Group Partners

2018 - 2023 (5 years)

Cetera Advisor Networks

2018 - 2023 (5 years)

Valorem Financial

2018 - 2023 (5 years)

Cwm, LLC Dba Carson Group Partners

2014 - 2018 (4 years)

Sammons Financial Network, LLC

2013 - 2018 (5 years)

Midland National Life

2010 - 2014 (4 years)

Sammons Securities Co. LLC

Disclosures

Please visit the SEC profile of Alexa Brascetta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Elizabeth Brennan
Fort Mill, SC
Amanda Murray
Cohasset, MA
Charles Christy
Metairie, LA
Gregory Peebles
Dublin, CA
Philip Reed
South Portland, ME
Paul Wallin
San Antonio, TX
Yixuan Cheng
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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