Alexandra Browne, financial advisor Dallas TX
88 score

Alexandra Browne

CRD Number: 6397152
Current Firm: Lido Advisors, LLC

Alexandra Browne (CRD# 6397152) is an Investment Advisor Representative working at Lido Advisors, LLC in Dallas, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lido Advisors, LLC Beverly Hills, CA Jul 2015 - Current 1
Lido Advisors, Inc. Beverly Hills, CA Aug 2014 - Jul 2015 < 1
Enhanced Alpha Management Southlake, TX Mar 2008 - Aug 2014 6
Merritt Hawkins And Associates Irving, TX Nov 2006 - Mar 2008 1
Nick And Sams Dallas, TX Jan 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Alexandra M. Browne
Phone Number: 310-278-8232
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,342
    MILLIONS
  • Total Number of Accounts
    1,909
    ACCOUNTS
  • Average Account Value
    $702,922
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, FL, IL, LA, NJ, NV, NY, TN, TX, WA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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