Alexandra
Chiklakis

Lpl Financial LLC

CRD#6521479
Investment Advisor
in Fort Myers, FL

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About this Advisor

Alexandra Chiklakis is an investment advisor whose office is in Fort Myers, Florida. Currently an investment advisor with Lpl Financial LLC, they have gathered 10 years of professional experience in the financial advisory industry. Chiklakis maintains a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Chiklakis is registered to advise clients based out of Florida. During their career, Chiklakis has held roles at Henderson Wealth Partners, Lee Health Memory Clinic, Lee Health Home Health, Twisted Vine, Florida State University, College Of Social Work and Lpl Financial, LLC. Lpl Financial LLC is headquartered in Fort Myers, Florida, and has 9,519 offices in the country. As a company, Lpl Financial LLC manages $208 billion in assets throughout 892,326 client accounts and employs more than 23,035 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 890,301 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 28% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Lpl Financial LLC provides 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

No

Office Location

12444 Brantley Commons Ct
Fort Myers, FL 33907

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

FL Average: 13
Total Number of Accounts

892,326

FL Average: 661
Average Account Size

$232,867

FL Average: $977,396

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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

Alexandra Chiklakis Work History

Alexandra has 10 years of experience.

2015 - Present (7 years)

Henderson Wealth Partners

2015 - Present (7 years)

Lpl Financial, LLC

2014 - 2015 (1 year)

Lee Health Memory Clinic

2012 - 2014 (2 years)

Lee Health Home Health

2012 - 2012 (< 1 year)

Twisted Vine

2010 - 2012 (2 years)

Florida State University, College Of Social Work

Disclosures

Alexandra Chiklakis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Travis Messinger
Spokane, WA
Alexandra Chiklakis
Fort Myers, FL
Robert Stanley
Scranton, PA
William Pretory
Basking Ridge, NJ
Sandra Sutter
Fort Mill, SC
Michelle Griffin
Newton Upper Falls, MA
Lisa Raboin
Portland, OR

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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