Alec
Herbert
Lpl Financial LLC
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About this Advisor
Alec Herbert is a financial advisor based in Vergennes, Vermont, working with Lpl Financial LLC. Alec has previously held positions at Keybank, Key Investment Services LLC, Lpl Financial, and Community Bank. Alec has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Vermont. Currently, Alec is part of Lpl Financial LLC, which operates out of Vergennes, Vermont. The firm has 18,523 offices and 37,893 employees. The firm manages assets totaling $618.9 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$618,922,975,737
37,893
2,369,378
$261,217
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Alec Herbert Work History
Lpl Financial
Community Bank
Key Investment Services LLC
Key Investment Services LLC
Key Investment Services LLC
Keybank
Key Investment Services LLC
Disclosures
Please visit the SEC profile of Alec Herbert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Parsons, KS
Ebensburg, PA
Columbia, MD
Fort Mill, SC
Bristol, CT
Riverton, WY
Sparta, MI
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