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Alexandria Lynn Maldonado

3 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
467 advisors
Number of Clients
29,614 clients
Average Client Portfolio
$243K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Charged separately
Minimum Annual Fee:$280
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Location

108 Foxshire Drive Suite 2 Lancaster PA 17601, Suite 2, Lancaster, PA, 17601

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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

Alexandria works as a licensed assistant for Regal Wealth Advisors, dedicating full-time hours to this role. This activity is not investment-related.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
August 2024 - Present · 1 yr 6 mos
J.W. Cole Financial, INC.Broker
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Prudential Financial Planning Services
May 2022 - August 2024 · 2 yrs 3 mos
Pruco Securities, LLC.Broker
March 2022 - August 2024 · 2 yrs 5 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.