Alejandro Alberto Lebron

Employer firm

Creative Financial Designs, Inc. CRD 109032

$2.94B regulatory AUM 473 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 11/2015 → 06/2017
  Invest Financial Corp.
  Tampa, FL
• 11/2015 → 06/2017
  Executive Wealth Management
  Brighton, MI
• 06/2017 → Present
  Cfd Investments
  Kokomo, IN

Previous Registrations

• 2015-11-04 → 2017-06-20
  Invest Financial Corporation
  Brighton, MI
  Brighton, MI
  Brighton, MI
• 2015-11-12 → 2017-06-01
  Executive Wealth Management, Llc
  Brighton, MI
  Brighton, MI
• 2010-07-07 → 2015-11-12
  Lpl Financial Llc
  Coopersville, MI
  Livonia, MI
  Livonia, MI
  Fort Mill, SC

Other Businesses

1) Fixed Insurance; investment related; agent - fixed insurance sales & service; Flint, MI; start date 12/1/2015; 3 hours per mo, 3 hours per mo during trading. 2)Creative Financial Designs 3)Bridge Wealth Management, LLC-DBA Bridge Wealth Management-Owner-Flint, MI-Investment Related-240 hrs/mo

Exams

• S66 Uniform Combined State Law Examination
  2002-04-29
• S63 Uniform Securities Agent State Law Examination
  1995-09-15

Designations

• Certified Financial Planner

Other Names

• Alex Lebron
• Alejandro Albert Lebron
• Alex Lebron