Alexandra Vidal (CRD# 4449974) is an Investment Advisor Representative working at Lpl Financial LLC in Phoenix, AZ and has over 20 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Finanical LLC | Phoenix, AZ | Oct 2021 - Current | 2 |
| Lpl Financial LLC | Scottsdale, AZ | Jun 2019 - Oct 2021 | 2 |
| Householder Group Estate & Retirement Specialists | Scottsdale, AZ | Jun 2019 - Oct 2021 | 2 |
| Triton's Orbit | Phoenix, AZ | Mar 2018 - Jun 2019 | 1 |
| Rose International | San Diego, CA | Oct 2018 - Jan 2019 | < 1 |
| Lynx Solutions | San Diego, CA | Jun 2017 - Feb 2018 | < 1 |
| 1st Global Advisors, Inc. | Dallas, TX | Feb 2009 - Jun 2017 | 8 |
| 1st Global Capital Corp. | Dallas, TX | Jun 2005 - Jun 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2003 |
| S63 | Uniform Securities State Law Examination | Aug 2019 |
- CA
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.