Alexander Earl Lessard

Independent Financial Group, LLC

27 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment Management

Independent Financial Group, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

527 advisors

Number of Clients

44,045 clients

Average Client Portfolio

$257K average

Assets Under Management

$11.3B

Fee Structure

Minimum Investment:$2K

Financial Planning:Investment management only

Location

Alhambra, CA

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History

Regulatory History (2)

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Regulatory

August 2013

Final

Customer Dispute

January 2010

Settled

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Other Business Activities

Alexander owns The Palisades Financial Group, a DBA used for marketing purposes, and dedicates about 10-20% of his time to it. He also serves on the boards of several non-profit organizations and is an adjunct professor, dedicating a few hours per week to each of these activities.