Alexandra Marie Chiklakis

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

• 10/2015 → Present
  Henderson Wealth Partners
  Fort Myers, FL
• 10/2015 → Present
  Lpl Financial, Llc
  Fort Myers, FL

Other Businesses

1)3/8/18- Henderson Wealth Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- Ft Myers, FL-start date 11/15/16- 100% 2)3/8/18- Ash Brokerage- Non-Variable Insurance- Agent for Fixed annuities, Life Insurance, and Long-term Care -Inv. Related- Ft Myers, FL- start date 11/23/15- 2hrs/month - 20% 3)3/8/18- Notary Public- Inv. Related- Chatsworth, CA- start date 10/4/17 - 5% 4) 3/2/2020 - Get Ordained - Not Investment Related - Blue Ridge, GA - Other-Religious - Ordained Minister - Start Date: 03/06/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Applied online through Get Ordained in order to marry younger sister in March.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-17

Other Names

• Alexandra Henderson
• Alexandra Marie Henderson