Alexandria E Davis

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

• 03/2016 → 11/2018
  Ameriprise Financial Services, Inc.
  Granite Bay, CA
• 02/2020 → 04/2023
  Facet Wealth, Inc
  Baltimore, MD
• 01/2023 → 04/2023
  Facet Wealth, Inc
  Baltimore, MD
• 02/2020 → 01/2021
  Facet Wealth
  Baltimore, MD
• 01/2021 → 02/2022
  Facet Wealth
  Baltimore, MD
• 01/2019 → 02/2020
  Symphony Financial
  Davis, CA
• 04/2023 → Present
  Lpl Financial Llc
  San Diego, CA

Previous Registrations

• 2023-01-19 → 2023-04-17
  Facet
  West Palm Beach, FL
  Ca, CA
• 2016-05-02 → 2018-10-31
  Ameriprise Financial Services, Llc
  Roseville, CA
• 2015-02-04 → 2016-03-30
  Msi Financial Services, Inc.
  Sacramento, CA

Other Businesses

1)6/2024 - Beyondtax - Tax Prep/owner - Inv. related- Rancho Cordova, CA - start date 01/01/2020- 5hrs/mth

Exams

• S66 Uniform Combined State Law Examination
  2014-12-08

Designations

• Certified Financial Planner

Other Names

• Alexandria Cole
• Alex Davis
• Alexandria Erica Davis
• Alexandria Erica Cole