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Alex P Lindle

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

2225 Lexington Road, Louisville, KY, 40206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alex is associated with Insuramax, a P&C agency for group health insurance, dedicating a few hours per week. Alex is also licensed with various insurance carriers for the sale of non-securities-based insurance products.

Employment History
Current Registrations
Private Client Services, LLCBroker
May 2010 - Present · 15 yrs 9 mos
Private Client Services, LLC
March 2008 - Present · 17 yrs 11 mos
Previous Registrations
Woodbury Financial Services, INC.
November 2007 - May 2010 · 2 yrs 6 mos
Woodbury Financial Services, INC.Broker
November 2007 - May 2010 · 2 yrs 6 mos
AXA Advisors, LLCBroker
August 2000 - November 2007 · 7 yrs 3 mos
American Express Financial Advisors INC.Broker
January 2000 - January 2000 · 0 mos
Ids Life Insurance CompanyBroker
January 2000 - January 2000 · 0 mos
State Registrations14 states
DEFLILINKYLAMDMONCNVNYOHSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alex P Lindle - Financial Advisor | TrueAdvisor