Alexandra Wathen Greathouse

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

• 07/2013 → Present
  Lakes Investment Solutions Group
  La Plata, MD
• 02/2008 → 11/2018
  Lakes & Company, Llc.
  Waldorf, MD
• 08/2013 → 05/2025
  Grove Point Investments Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  La Plata, MD

Previous Registrations

• 2024-09-11 → 2025-05-01
  Grove Point Advisors, Llc
  La Plata, MD
  Rockville, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-09
• S63 Uniform Securities Agent State Law Examination
  2023-08-19

Other Names

• Alexandra Lorraine Wathen