Alex Lecure
Advisor at Smith, Moore & Co.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Smith, Moore & Co.
Location
Jefferson City, MO 65109
Credentials
Series 63, Series 65
Industry experience
13 years
About
Alex Lecure is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Schwartz & LeCure and K.W. Chambers & Co. Outside of advising, he provides seasonal tax preparation services. Smith, Moore & Co. serves individual, high-net-worth, corporate, and pension clients, offering portfolio management, financial planning, and investment consulting through a multi-team approach that includes both advisor-managed accounts and third-party manager arrangements.
Client services
Based on Smith, Moore & Co.
Financial planning
Portfolio management
Selection of other advisers
Fee options
Commissions and other transaction-based compensation are received when clients effect securities transactions through Smith Moore broker-dealer; includes 12b-1 fees and insurance commissions
Investment consulting and financial planning services charged hourly, ranging from $125 to $600 per hour, negotiable
Minimum fee: Open Architecture Advisory Plan: $400 annually; Smith Moore Select Models Advisory Plan: $135 (qualified accounts) or $100 (non-qualified accounts) annually Fee-only: Investment advisory fees generally range between 0.5% and 3% annually, negotiable per client
Location
2422 Hyde Park Road, Suite A
Jefferson City, MO 65109
Most active in
Alex L has reported serving >5 clients in these states in the last 12 months.
Missouri
Work history
Smith, Moore & Co.
2021 - Present (5 years)
Every Child's Hope
2021 - 2021 (1 year)
Capital Care Care
2020 - 2021 (1 year)
Capital City CASA
2016 - 2020 (4 years)
Schwartz & LeCure
2015 - 2016 (1 year)
K.W. Chambers & Co.
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Jefferson City, MO
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Brandon W
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Jefferson City, MO
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