Alexandra Chapman (CRD# 7559746) is an Investment Advisor Representative working at Lpl Financial LLC in Easthampton, MA and has 1 year of experience in the finance industry.
CRD# 4385290
Lpl Financial LLC
CRD# 6423673
Ubs Financial Services Inc.
CRD# 1748546
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Easthampton, MA | May 2022 - Current | 1 |
| Easthampton Savings Bank | Easthamton, MA | May 2022 - Current | 1 |
| Bankesb | Easthampton, MA | Jun 2021 - May 2022 | < 1 |
| Bankesb | Easthampton, MA | May 2019 - Jun 2021 | 2 |
| Husson University | Bangor, ME | Aug 2016 - May 2020 | 3 |
| Bankesb | Northampton, MA | Feb 2019 - May 2019 | < 1 |
| Northampton Parks And Recreation | Northampton, MA | Jun 2018 - Aug 2018 | < 1 |
| Inspire Works Enrichment Camp | Agawam, MA | Jun 2017 - Aug 2017 | < 1 |
| Inspire Works Enrichment Camp | Agawam, MA | Jun 2016 - Aug 2016 | < 1 |
| Easthampton High School | Easthampton, MA | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- MA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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