Alexandra Odessa Vidal
Investment adviser representative at LPL Financial LLC
21 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
21 years in the industry.
- LPL Finanical LLCOct 2021 to now
- LPL Financial LLCJun 2019 to now
- Householder Group Estate & Retirement SpecialistsJun 2019 to Oct 2021
- Rose InternationalOct 2018 to Jan 2019
- Triton's OrbitMar 2018 to Jun 2019
- Lynx SolutionsJun 2017 to Feb 2018
- 1st Global Advisors, Inc.Feb 2009 to Jun 2017
- 1st Global Capital Corp.Jun 2005 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4449974
- Firm CRD
- 6413