Alexandra Simons
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
2 statesRegistered in
$24.9BFirm assets
2 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
11 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaDec 2023 to now
- Pruco Securities LLCJun 2023 to Nov 2024
- University of VirginiaAug 2022 to Jun 2023
- Virginia Poverty Law CenterJun 2022 to Aug 2022
- University of VirginiaAug 2021 to Jun 2022
- UnemployedJun 2021 to Aug 2021
- University of VirginiaAug 2020 to Jun 2021
- Ricciardi's Italian IceJul 2020 to Jul 2020
- UnemployedJun 2020 to Aug 2020
- University of VirginiaAug 2019 to Jun 2020
- Cafe GelatoJun 2019 to Aug 2019
- Scholars AcademyAug 2018 to Jun 2019
- Mciver and GrahamJun 2018 to Aug 2018
- Scholars AcademyAug 2017 to Jun 2018
- UnemployedJun 2017 to Aug 2017
- Rockin' JumpJun 2017 to Jun 2017
- Scholars AcademyAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 7786473
- Firm CRD
- 8733