AL
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Alyssa Marie Lueck

3 Years of Experience
Broker
Areas of Practice
Investment Management
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
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Location

San Antonio, TX

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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 Activities

Alyssa is a financial professional at Strategic Wealth Solutions, a financial services DBA, since 2022. This takes up a full-time commitment, with most of the hours during trading hours.

Employment History
Current Registrations
Independent Financial Group, LLCBroker
November 2024 - Present · 1 yr 3 mos
Independent Financial Group, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - November 2024 · 8 mos
Cetera Advisors LLC
October 2022 - March 2024 · 1 yr 5 mos
Cetera Advisors LLCBroker
August 2022 - November 2024 · 2 yrs 3 mos
State Registrations11 states
CACOFLGANCNVOHOKTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.