Robert
Alexandrovic

Lpl Financial LLC

CRD#4842279
Investment Advisor
in Denver, CO
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About this Advisor

Robert Alexandrovic is a certified financial planner and chartered financial analyst operating in Denver, Colorado, who has been in the financial industry for 10 years. Alexandrovic currently works for Lpl Financial LLC. Throughout their career, they have worked at Lpl Financial LLC, Ubs Financial Services Inc and Tedstrom Wealth Advisors, Inc(Brown&Tedstrom Estate Planning, Inc). Alexandrovic has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado and Texas. Lpl Financial LLC is an advisory firm that has its headquarters in Denver, Colorado. It has offices in 8,011 locations and a total of 22,703 people on staff. It has $153 billion in total assets among its 680,466 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 899 charities and foundations. Of its 680,466 customer accounts, 23% belong to high-net-worth individuals who have at least $1 million in investable assets. The company performs a number 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 typically vary depending on the financial services. However, fee types billed by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

10 years

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

Disclosures

Yes

Office Location

1999 Broadway Ste 1415
Denver, CO 80202

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

CO Average: $16,012,751,954
Total Number of Employees

22,703

CO Average: 118
Total Number of Accounts

680,466

CO Average: 4,567
Average Account Size

$224,156

CO Average: $3,506,186

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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

Robert Alexandrovic Work History

Robert has 10 years of experience.

2010 - Present (9 years)

Lpl Financial LLC

2010 - Present (9 years)

Tedstrom Wealth Advisors,Inc(Brown&Tedstrom Estate Planning,Inc)

2008 - 2010 (2 years)

Ubs Financial Services Inc

Disclosures

Robert Alexandrovic has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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