Alexander Stevens Heyniger

15 Years of Experience

1 DisclosureBroker

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning

Lri Investments

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

422 clients

Average Client Portfolio

$3.3M average

Assets Under Management

$1.4B

Fee Structure

Minimum Investment:$250K

Location

3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

November 2010

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Alexander is on the board of directors for Potapaug Gun Club, Inc. He is also an advisor for Lindberg & Ripple and Lindberg & Ripple, LRI Investments, LLC, spending well over full-time on these activities, and a partner in Alcort LLC.

Employment History

Current Registrations

Lri Investments

April 2024 - Present · 1 yr 10 mos

M Holdings Securities, INC.Broker

April 2010 - Present · 15 yrs 10 mos

Previous Registrations

M Holdings Securities, INC.

April 2010 - April 2024 · 14 yrs

AXA Advisors, LLCBroker

October 2008 - February 2009 · 4 mos

State Registrations2 states

CTNH

AdvisorBrokerBoth

Exams

No exam information available for this advisor.