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Alexander Stevens Heyniger

LRI Investments

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About Alexander Stevens Heyniger

Alexander Heyniger is an investment advisor representative at LRI Investments, a firm registered with the Securities and Exchange Commission. Alexander has been in the financial industry since December 2009. Alexander holds the Series 7 and Series 66 licenses and the SIE exam. Alexander specializes in providing financial planning and portfolio management services to individuals and high net worth individuals. Alexander is also on the Board of Directors of the Potapaug Gun Club, Inc. Alexander is a registered representative with Lindberg & Ripple and LRI Investments, LLC, and is a member of the firm's Advisory team.

Firm Information

Alexander Heyniger is currently registered with LRI Investments. LRI Investments is a Palm Beach Gardens, FL-based financial advisor that provides advisory services for individuals and pension plans. The firm manages $1,132,278,720 in assets for 1,250 clients. LRI Investments offers portfolio management services for individuals, financial planning, pension consulting, and participates in wrap fee programs.
LRI Investments

3825 PGA BLVD

PALM BEACH GARDENS, FL 33410

$1.13B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Heyniger’s Registration & Firm History

FL

04/04/2024 - Present

LRI Investments (PALM BEACH GARDENS FL)

NY

10/15/2008 - 02/11/2009

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alexander Stevens Heyniger. Review regulatory record here.
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