AG
AG

Alexandra Marie Gill

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
8,726 clients
Average Client Portfolio
$725K average
Assets Under Management
$6.3B

Fee Structure

Financial Planning:Included in AUM fee
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Location

6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011

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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

Alexandra sells personal clothing online through Poshmark, dedicating minimal time to this activity. This activity is not investment-related.

Employment History
Current Registrations
Axxcess Wealth Management, LLC
April 2025 - Present · 10 mos
Previous Registrations
LPL Financial LLC
November 2024 - April 2025 · 5 mos
LPL Financial LLCBroker
August 2024 - April 2025 · 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.