Alexander Triska
Investment adviser representative at LPL Financial LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
20 years in the industry.
- LPL Financial LLCJul 2026 to now
- Lifewealth Investments LLCNov 2024 to Jul 2026
- Madison Avenue SecuritiesAug 2024 to Jul 2026
- The Lifewealth GroupAug 2024 to Jul 2026
- Ae Wealth ManagementAug 2024 to May 2025
- First Command Advisory Services, IncJun 2024 to Jul 2024
- First Command Insurance Services, IncJun 2024 to Jul 2024
- First Command Brokerage Services, IncFeb 2024 to Jul 2024
- Full-time EducationDec 2021 to Nov 2023
- Travel + Leisure Co.Nov 2006 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4775272
- Firm CRD
- 6413