Lpl Financial LLC
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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Alexandra Chiklakis Work History
Alexandra has 10 years of experience.
Henderson Wealth Partners
Lpl Financial, LLC
Lee Health Memory Clinic
Lee Health Home Health
Florida State University, College Of Social Work
Alexandra Chiklakis has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Fort Myers, FL
Basking Ridge, NJ
Fort Mill, SC
Newton Upper Falls, MA
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.