Advisor at LexAurum Advisors
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
LexAurum Advisors
Location
Fairfield, TX 75840
Credentials
Series 63, Series 65
Industry experience
41 years
Financial planning fees may be quoted as a fixed amount, negotiable based on complexity
$0 - $2,000,000: 2.00% annually $2,000,001 - $5,000,000: 1.50% annually $5,000,001+: 1.25% annually
Financial planning fees charged at a fixed hourly rate, negotiable based on complexity
LexAurum Advisors, LLC
2019 - Present (7 years)
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2019 - 2022 (3 years)
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2019 - 2019 (1 year)
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2016 - 2019 (3 years)
Summit Brokerage Services, Inc.
2016 - 2019 (3 years)
VSR Advisory Services
2007 - 2016 (9 years)
The Kirkwood Group, Inc.
2003 - Present (23 years)
Vsr Financial Services, Inc
2003 - 2016 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Fairfield, TX
Edward Jones
Series 66
Fairfield, TX
Edward Jones
Series 63, Series 65
Streetman, TX
Rhonda L Russell
Series 63, Series 66
Fairfield, TX
OSAIC
Series 63, Series 66
Fairfield, TX
Edward Jones
Series 63, Series 65
Fairfiled, TX
UBS Financial Services
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