Alexander West
Investment adviser representative at LPL Financial LLC
15 yearsExperience
3 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
15 years in the industry.
- LPL Financial LLCMay 2026 to now
- Trustage Credit UnionMay 2026 to now
- Thrivent FinancialJan 2025 to Apr 2026
- Thrivent Investment Management Inc.Dec 2024 to Apr 2026
- MML Investors Services, LLCSep 2024 to Dec 2024
- Coastal WealthDec 2022 to Dec 2024
- Massmutual Life Insurance CompanyDec 2022 to Dec 2024
- U.S. Health AdvisorsJun 2022 to Dec 2022
- Eastern Florida StateAug 2019 to May 2023
- Palamerican SecurityJan 2019 to Mar 2020
- UnemployedNov 2018 to Jan 2019
- Veterans AffairsApr 2018 to Nov 2018
- Seminole State/eastern Florida StateAug 2017 to May 2019
- Innovative Recon SolutionsJul 2017 to Apr 2018
- U.S. ArmyAug 2011 to Jul 2017
- United States ArmyAug 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, IA, 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
- 7982246
- Firm CRD
- 6413