Alexander Hackley
Alexander Hackley is a registered investment advisor at Lifemark Securities CORP., based in Centennial, CO, with 20 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,434 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeMark Securities Corp. charges a fee based on a percentage of your account value for investment advisory services. This fee is negotiable and depends on the account value, investment program, service level, and complexity of your financial situation. The fee ranges from 0.35% to 0.5% depending on the asset level, with a maximum of 2.0%. Additional fees may include custodian fees, platform fees, manager fees, and transaction fees. The fees are deducted directly from your account monthly or quarterly.
Location
2305 E. Arapahoe Road #235, Centennial, CO, 80122
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alexander is an independent insurance agent through Front Range Financial, LLC since 2004, spending about a quarter of their time on sales and service of insurance products. This DBA may be used for registered representative and Investment Advisor Representative transactions.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Blue Duck Wealth Management
Verus Capital Partners, LLC
Verus Capital Partners, LLC
Securities America, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.