LPL Financial announced that financial advisor Marcus Alexander, CPFA, MBA, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Alexander Wealth Solutions. He reported serving approximately $340 million in advisory, brokerage, and retirement plan assets and joined LPL from Merrill Lynch. He will serve clients from LPL’s newest Linsco office in Newport Beach, California.
As a native of Wimbledon, England, Alexander graduated from Loughborough University before moving to the States to earn his MBA from Duke University. As a well-educated businessman with great charisma and a knack for building relationships, Alexander was once told he should be a talk show host, but he chose to channel that energy into the world of investing.
Alexander’s search for greater autonomy and the ability to lean into his entrepreneurial spirit led him to Linsco by LPL Financial.
With Linsco, advisors gain access to LPL’s integrated wealth management platform and robust business resources, along with the additional benefits of having support from an experienced branch management team and other dedicated consultants. This relationship allows advisors to outsource things like real estate, technology, operations support, and payroll so they can focus on what matters most: taking care of their clients.
Outside of work, Alexander has been an enthusiastic runner since his youth, having set several British age records in the 1500-meter and 3000-meter categories and competed in the IRONMAN 70.3 world championships along with the Boston Marathon. He is also an avid Duke Blue Devils college basketball fan and enjoys reading about science and astrophysics.
KEY QUOTES:
“My passion is working with business owners, families, and retirees to help guide them toward more secure financial futures. I thoroughly enjoy investment planning and connecting with each client on a personal level to understand their specific goals, needs, and dreams so that I can deliver results.”
“LPL’s dedication to independence, flexibility, and mutually beneficial business relationships is what drew me to the firm. I’m excited to be part of an organization that equips me with the strategic resources and support necessary to develop a thriving advisory practice and deliver enhanced experiences to my clients.”
“This move allows me to provide my clients with the resources of a large firm while also maintaining the independence and flexibility to run my business the way I want. Linsco is a perfect fit for me. I’m able to delegate to the strong team behind me while I’m out in the field meeting people and having important conversations with clients.”
– Marcus Alexander
“We welcome Marcus to the Linsco community, and we’re committed to being his long-term partner throughout the life cycle of his practice. At LPL, we provide financial advisors with the freedom to operate on their own terms, and innovative technology, comprehensive resources, and strategic business solutions to help them deliver personalized advice and exceptional service experiences.”
– Scott Posner, LPL Executive Vice President, Business Development
