Alexander Paul Samaras

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 01/2020
  American United Life
  Newton, MA
• 10/2012 → 01/2020
  Oneamerica Securities
  Newton, MA
• 02/2020 → 01/2022
  Citizens Securities, Inc.
  Somerville, MA
• 01/2022 → 11/2024
  Citizens Securities, Inc.
  Somerville, MA
• 11/2024 → Present
  First Technology Federal Credit Union
  Waltham, MA
• 11/2024 → Present
  Lpl Financial Llc
  Waltham, MA

Previous Registrations

• 2020-06-30 → 2024-07-11
  Citizens Securities, Inc.
  Somerville, MA
  Somerville, MA
  Somerville, MA
  Woburn, MA
  Boston, MA
  North Attleboro, MA
  Cambridge, MA
  Somerville, MA
  West Palm Beach, FL
  Westwood, MA
  Hudson, MA
  Westwood, MA
  Somerville, MA

Other Businesses

1. 11/15/2024- Digital Investment Services- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-30
• S66 Uniform Combined State Law Examination
  2006-06-22

Other Names

• Alexander Paul Samaras
• Alexander Paul Samaras