Alexander Turner Thomas Iv

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

• 04/2005 → 01/2026
  Brand It America
  Ocala, FL
• 04/2014 → 08/2018
  Fsc Securities Corporation
  The Villages, FL
• 08/2018 → 03/2020
  Ameriprise Financial Services Inc
  The Villages, FL
• 03/2020 → 02/2026
  Ameriprise Financial Services, Llc
  The Villages, FL
• 02/2026 → Present
  Lpl Financial Llc
  The Villages, FL

Previous Registrations

• 2018-08-15 → 2026-02-03
  Ameriprise Financial Services, Llc
  The Villages, FL
  The Villages, FL
  Ocala, FL
• 2014-04-21 → 2018-08-21
  Fsc Securities Corporation
  Atlanta, GA
  The Villages, FL
• 2012-11-15 → 2014-04-11
  Morgan Stanley
  The Villages, FL
  The Villages, FL

Other Businesses

1. 01/2026 - MAGNOLIA 304 LLC - Real Estate Rental - Investment related - Ocala FL 34471 - 01 Hrs/Mth - 00 Hrs During Trading - OBA start date: 05/01/2024 2. 01/2026 - CEBERT WEALTH - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 800 Hrs/Mth - 800 Hrs During Trading - OBA start date: 02/02/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-12
• S63 Uniform Securities Agent State Law Examination
  2011-09-30

Other Names

• Alec Turner Thomas
• Alec Turner Thomas
• Alexander Turner Thomas