Unclaimed
Alexandria Rushford is a financial advisor affiliated with LPL Financial LLC. Alexandria has been in the industry for over a year and is registered with FINRA and the states of Arizona, California, and Colorado. Alexandria's areas of expertise include providing financial planning, portfolio management for businesses and individuals, and consulting services. Alexandria holds the Series 63, Series 7TO, and SIE exams. Alexandria was previously employed with GVC Capital LLC and Edward Jones.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
06/13/2024 - Present
LPL Financial LLC (LONGMONT CO)
CO
01/25/2024 - 07/03/2024
GVC CAPITAL LLC (GREENWOOD VILLAGE CO)
MO
09/25/2023 - 01/05/2024
EDWARD JONES (ST. LOUIS MO)
BC
Issued 04/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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