Alexander
Overbeek
Lpl Financial LLC
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About this Advisor
Alexander Overbeek is a financial advisor working out of Grand Rapids, Michigan, with 3 years of relevant experience. Overbeek is an employee of Lpl Financial LLC. The advisor has gained experience at Lpl Financial, Mass Mutual Life Insurance Company, Mml Investors Services, Preferred Resource Solutions, Robert W. Baird And Co. Inc and Lpl Financial LLC. Overbeek holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Lpl Financial LLC is an advisory firm operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in total assets across its 1,688,501 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Lpl Financial LLC offers a wide array of services, such as 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 charged by financial advisors typically vary depending on the services provided. However, fee types billed by Lpl Financial LLC likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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 Overbeek Work History
Alexander has been registered as a financial advisor for 3 years.*
Lpl Financial LLC
Robert W. Baird And Co. Inc
Mass Mutual Life Insurance Company
Mml Investors Services
Lpl Financial
Preferred Resource Solutions
*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 Overbeek 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
Fort Mill, SC
Pell City, AL
Findlay, OH
Tooele, UT
Fort Mill, SC
Torrance, CA
Castle Rock, CO
Memphis, TN
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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