Alexandra Ann Chapman

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

• 08/2016 → 05/2020
  Husson University
  Bangor, ME
• 06/2017 → 08/2017
  Inspire Works Enrichment Camp
  Agawam, MA
• 06/2018 → 08/2018
  Northampton Parks And Recreation
  Northampton, MA
• 02/2019 → 05/2019
  Bankesb
  Northampton, MA
• 05/2019 → 06/2021
  Bankesb
  Easthampton, MA
• 06/2021 → 05/2022
  Bankesb
  Easthampton, MA
• 05/2022 → Present
  Lpl Financial Llc
  Easthampton, MA
• 05/2022 → Present
  Bankesb
  Easthamton, MA

Other Businesses

1-05/2022 / Hometown Wealth Managment / Existing DBA approved under 1MTA / DBA for LPL Business (entity for LPL business) / Non Investment Related / EASTHAMTON, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-10-21