Advisor at LPL Financial
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.
Location
La Junta, CO 81050
Credentials
Series 63, Series 66
Industry experience
1 year
Alex Macneal Balcer is a financial advisor with LPL Financial in La Junta, CO, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab for one year and has a background in the food service industry. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team that constructs model portfolios and offers both strategic and tactical implementations.
Based on LPL Financial
Based on LPL Financial
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
319 Colorado Ave, Ste B
La Junta, CO 81050
Colorado
LPL Financial
2025 - Present (1 year)
Charles Schwab
2024 - 2025 (1 year)
P.F Changs
2017 - 2025 (8 years)
Boondocks Food and Fun center
2017 - 2017 (1 year)
Full Time Education
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
La Junta, CO
LPL Financial
Christopher Darnell is a financial advisor with LPL Financial in La Junta, Colorado, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. from 2013 to 2021. He is also involved with SJC Getaway LLC, an entity related to real estate rental. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, financial institutions, and other clients through a large network of investment adviser representatives. The firm offers a variety of investment programs and manages over $819 billion in advisory assets.
Series 66
La Junta, CO
Raymond James Financial
Joseph Ayala is a financial advisor at Raymond James Financial with seven years of industry experience. He previously worked at Edward Jones for eight years and spent thirteen years at Lewis Bolt & Nut Company. Outside of finance, he serves in a political role for the City of La Junta. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by extensive research and a broad affiliate network.
Series 63, Series 66
La Junta, CO
Edward Jones
Tonilyn Madrid is a financial advisor at Edward Jones in La Junta, Colorado, with 22 years of industry experience. She has been with Edward Jones since 2003 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she is also an artist who occasionally sells her work. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, supported by a large nationwide network of financial advisors and branch offices.
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