Unclaimed
Alexander C Bridges is a financial professional with over 5 years of experience in the industry. Alexander is a Certified Financial Planner™ and Chartered Financial Consultant. He is currently registered with LPL Enterprise, LLC in Texas. Alexander has previously worked with Ameriprise Financial Services, LLC, Charles Schwab & Co., Inc., and Northwestern Mutual Investment Services, LLC. Alexander's areas of expertise include financial planning, portfolio management for individuals and businesses, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
01/06/2025 - Present
LPL Enterprise, LLC (HOUSTON TX)
TX
08/26/2021 - 01/20/2022
AMERIPRISE FINANCIAL SERVICES, LLC (HOUSTON TX)
TX
12/26/2019 - 07/31/2020
CHARLES SCHWAB & CO., INC. (Austin TX)
TX
01/30/2018 - 11/25/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOUSTON TX)
BC
Issued 02/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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