Alex J Kastrinakis
Investment adviser representative at LPL Financial LLC
16 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
16 years in the industry.
- LPL Financial LLCMar 2021 to now
- Hancock School CommitteeJun 2016 to now
- Alex Kastrinakis Financial ServicesJun 2014 to now
- Guardian Life Insurance CompanyAug 2018 to Nov 2020
- Park Avenue SecuritiesAug 2018 to Nov 2020
- United Planners Financial ServicesApr 2016 to Jul 2018
- Berkshire Families and Individual ResourcesSep 2015 to Feb 2023
- Town of HancockMay 2015 to May 2018
- Bfair, Berkshire Families and Individual ResourcesSep 2014 to Mar 2021
- Electronic Entertainment SolutionsJan 2010 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 6409105
- Firm CRD
- 6413