Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lex? Claim Your ProfileLex Drollinger is a financial advisor with LPL Financial LLC. Lex has been in the financial services industry since 2006 and has experience working with individuals, families, businesses, and retirement plans. Lex has held previous roles with Waddell & Reed, U.S. Bancorp Investments, Inc., and OneAmerica Securities, Inc. Lex has a strong background in financial planning, investment management, and insurance. Lex is committed to helping clients achieve their financial goals.
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.
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2
UT
11/13/2017 - Present
LPL Financial LLC (SOUTH JORDAN UT)
AZ
08/22/2012 - 11/15/2017
WADDELL & REED (SCOTTSDALE AZ)
UT
04/13/2007 - 06/28/2012
U.S. BANCORP INVESTMENTS, INC. (WEST VALLEY CITY UT)
UT
07/21/2006 - 04/02/2007
ONEAMERICA SECURITIES, INC. (MIDVALE UT)
IA
Issued 06/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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