Alexander Kipling Durham

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

• 08/2014 → 05/2018
  Highland Park High School
  University Park, TX
• 08/2018 → 05/2022
  Texas Christian University
  Fort Worth, TX
• 08/2022 → 05/2023
  Southern Methodist University
  Dallas, TX
• 05/2020 → Present
  Lpl Financial Llc
  Dallas, TX
• 06/2018 → 06/2018
  Highland Park Isd
  University Park, TX
• 07/2018 → 07/2018
  Summer Between High School And College
  Dallas, TX

Other Businesses

1) 07/2024 - Texas Investment and Retirement Associates / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 160 Hrs per month - 100% Time Spent.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-04