Alexandra KurthCRD Number: 5375525
Current Firm: Lpl Financial LLC
Alexandra Kurth (CRD# 5375525) is an Investment Advisor Representative working at Lpl Financial LLC in Overland Park, KS and has over 6 years of experience in the finance industry. Alexandra Kurth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Pcg Wealth Advisors, Llc (dba: Pcg Wealth Management)||Overland Park, KS||Jan 2018 - Current||< 1|
|Lpl Financial, LLC||Overland Park, KS||Jan 2017 - Current||1|
|Alexandra Kurth||Blue Springs, MO||Jun 2016 - Current||1|
|Alexandra Kurth Properties LLC||Leawood, KS||Jun 2016 - Current||1|
|Alexandra Kurth And Associates LLC||Lees Summit, MO||Jun 2013 - Current||4|
|V Wealth Advisors LLC||Overland Park, KS||Jan 2017 - Dec 2017||< 1|
|Various Insurance Carriers For W & R Insurance Agencies||Leawood, KS||Jul 2011 - Dec 2016||5|
|Waddell & Reed Inc.||Leawood, KS||May 2011 - Dec 2016||5|
|Unemployed||Lees Summit, MO||Jul 2010 - May 2011||< 1|
|Lockton Company LLC||Kansas City, MO||May 2010 - Jul 2010||< 1|
|Unemployed||Lees Summit, MO||May 2009 - May 2010||1|
|Waddell & Reed||Columbia, MO||Oct 2008 - May 2009||< 1|
|Girl Boutique||Columbia, MO||Aug 2008 - Dec 2008||< 1|
|Mrs. Golf||Lees Summit, MO||Jun 2008 - Aug 2008||< 1|
|Student||Lees Summit, MO||May 2001 - Jun 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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