Alexander
Neal

Lpl Financial LLC

CRD#6915879
Investment Advisor
in Blue Ridge, GA

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About this Advisor

Alexander Neal is a financial advisor who works in Blue Ridge, Georgia with 3 years of relevant experience. Neal is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Edward Jones, Huff'S Drug Store, First United Methodist Church, Unemployed, Searching For A Job, Chick- Fil-A, Winshape Camps, Unemployed Student, Polo Ralph Lauren, Pleasant Grove Baptist Church, South State Bank, Lpl Financial LLC and United Community Bank. Neal maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Lpl Financial LLC is a financial advisory company that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It oversees $368 billion in assets under management across its 1,688,501 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% belong to high-net-worth investors who have greater than $1 million in investable assets. The business has a diverse 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. A financial advisor's fees usually are based on the financial services provided. However, fee types charged by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Office Location

4000 Appalachian Hwy
Blue Ridge, GA 30513

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

GA Average: 13
Total Number of Accounts

1,688,501

GA Average: 661
Average Account Size

$217,956

GA 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

Alexander Neal Work History

Alexander has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial LLC

2020 - Present (4 years)

United Community Bank

2019 - 2020 (1 year)

South State Bank

2018 - 2019 (1 year)

Edward Jones

2017 - 2018 (1 year)

Huff'S Drug Store

2017 - 2017 (< 1 year)

First United Methodist Church

2016 - 2017 (1 year)

Unemployed, Searching For A Job

2016 - 2016 (< 1 year)

Chick- Fil-A

2016 - 2016 (< 1 year)

Winshape Camps

2016 - 2016 (< 1 year)

Unemployed Student

2015 - 2016 (1 year)

Polo Ralph Lauren

2014 - 2015 (1 year)

Unemployed Student

2014 - 2014 (< 1 year)

Pleasant Grove Baptist Church

1998 - 2014 (16 years)

Unemployed Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alexander Neal 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
David Travis
Springfield, IL
John Lawson
Jacksonville, FL
Warren Vandiver
Newark, DE
Yves Roussel
Newark, NJ
Kathi Otero
Boca Raton, FL
Gary Mesko
Sarasota, FL
Eric Bojarczuk
Poughkeepsie, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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