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Alexander Shcharansky

Investment adviser representative at LPL Financial LLC
19 yearsExperience
2 statesRegistered in
ChFC®Designation
$819.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

19 years in the industry.

  1. LPL Financial LLCJun 2026 to now
  2. Mwa Financial Services Inc.Jan 2025 to Jun 2026
  3. Modern Woodmen of AmericaDec 2024 to Jun 2026
  4. Eagle Strategies LLCDec 2023 to Nov 2024
  5. Nylife Securities LLCJan 2022 to Nov 2024
  6. New York Life Insurance CompanyNov 2021 to Nov 2024
  7. Advantage GroupAug 2021 to Nov 2021
  8. Continuous Control Solutions, LLCSep 2007 to Aug 2021

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (IA, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2679986
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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