Alexis Hart Carrasquel
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.
- Gladstone Wealth PartnersFeb 2026 to now
- LPL Financial LLCMar 2025 to now
- Bon Vue Wealth Managment - dba for LPLAug 2024 to now
- East Baton Rouge Public Library - Zachary BranchAug 2023 to now
- Zachary Community Schools - Rollins Place Elementary SchoolAug 2022 to May 2024
- East Baton Rouge Parish Library - Zachary BranchJun 2021 to Dec 2022
- East Baton Rouge Parish Schools - Belfair Montessori MagnetAug 2013 to Jul 2022
- East Baton Rouge Parish Library - Zachary BranchMay 2010 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (LA, VA).
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
- 7967770
- Firm CRD
- 6413