Bonnie Aleck (CRD# 1309494) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, ME and has over 38 years of experience in the finance industry.
CRD# 5687257
Ameriprise Financial Services, LLC
CRD# 4098174
Lpl Financial LLC
CRD# 6289835
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Farmington, ME | May 2023 - Current | < 1 |
| Commonwealth Financial Network | Waltham, MA | Oct 2020 - Mar 2023 | 2 |
| Charles River Financial Services, LLC | Mexico, ME | Jul 2020 - Mar 2023 | 2 |
| Commonwealth Financial Network | Waltham, MA | Jul 2020 - Oct 2020 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Jul 1987 - Jun 2020 | 32 |
| Aleck Financial Services | Mexico, ME | Jul 1987 - Jun 2020 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1985 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- ME
-
Total Assets Under Management463,475MILLIONS
-
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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