Alexandra
Richey

Lpl Financial LLC

CRD#7494556
Investment Advisor
in Sayre, PA

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About this Advisor

Alexandra Richey is a financial advisor based in Sayre, Pennsylvania, working with Lpl Financial LLC. Alexandra has previously held positions at Don White Pa LLC, Traditions Bank, Artistic Foods Catering, Microtell Inn & Suites, Perkins Restaurant, Mr. J'S Sundae Time, Jersey Shore State Bank, Ruby Tuesday, Troy Area School District, Pizza Hut, Northwest Nazarene University, Mansfield University Of Pa, Southern New Hampshire University, Grove Point Investments LLC, Grove Point Advisors LLC, Warner Tractor, Lpl Financial LLC, and Citizens & Northern Bank. Alexandra has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Alexandra is part of Lpl Financial LLC, which operates out of Sayre, Pennsylvania. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

1827 Elmira Street
Sayre, PA 18840

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

PA Average: 13
Total Number of Accounts

1,910,545

PA Average: 661
Average Account Size

$242,588

PA 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

Alexandra Richey Work History

2023 - Present (1 year)

Lpl Financial LLC

2023 - Present (1 year)

Citizens & Northern Bank

2022 - Present (2 years)

Warner Tractor

2020 - Present (4 years)

Southern New Hampshire University

2022 - 2023 (1 year)

Don White Pa LLC

2022 - 2023 (1 year)

Grove Point Investments LLC

2022 - 2023 (1 year)

Grove Point Advisors LLC

2020 - 2022 (2 years)

Traditions Bank

2020 - 2020 (< 1 year)

Artistic Foods Catering

2020 - 2020 (< 1 year)

Microtell Inn & Suites

2019 - 2020 (1 year)

Perkins Restaurant

2019 - 2019 (< 1 year)

Jersey Shore State Bank

2018 - 2019 (1 year)

Ruby Tuesday

2017 - 2019 (2 years)

Troy Area School Istrict

2016 - 2019 (3 years)

Pizza Hut

2015 - 2020 (5 years)

Mr. J'S Sundae Time

2015 - 2020 (5 years)

Mansfield University Of Pa

2014 - 2015 (1 year)

Northwest Nazarene University

Disclosures

Please visit the SEC profile of Alexandra Richey 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
Elizabeth Brennan
Fort Mill, SC
Amanda Murray
Cohasset, MA
Charles Christy
Metairie, LA
Gregory Peebles
Dublin, CA
Philip Reed
South Portland, ME
Paul Wallin
San Antonio, TX
Yixuan Cheng
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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