Alexander J Kopenhaver
Investment adviser representative at LPL Financial LLC
8 yearsExperience
1 stateRegistered 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
8 years in the industry.
- LPL Financial LLCAug 2023 to now
- Ut TylerAug 2023 to Sep 2024
- The Clubs At PrestonwoodJun 2023 to Aug 2023
- Ut TylerJul 2020 to Jun 2023
- Independence High SchoolJan 2017 to Jun 2020
- Scoggins Middle SchoolJan 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7799519
- Firm CRD
- 6413