TrueAdvisor
TrueAdvisor
AC
AC

Alexis Elaine Cain

Capital Analysts
7 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Capital Analysts
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Financial Planning:Included in AUM fee

Location

5 Walnut Grove Drive, Suite 240, Horsham, PA, 19044

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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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Employment History
Current Registrations
Lincoln Investment
April 2019 - Present · 6 yrs 10 mos
Capital Analysts
April 2019 - Present · 6 yrs 10 mos
Lincoln InvestmentBroker
May 2018 - Present · 7 yrs 9 mos
State Registrations6 states
DEFLNCNJPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.