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Helen Ruth Alexander

Advisor at LPL Financial — Longview, WA 822 Commerce Avenue

Updated today

Credentials

CFP®, ChFC®, Series 66, Series 63

Experience

26 years

Location

Longview, WA 98632

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,422 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Helen Alexander is a financial advisor with LPL Financial in Longview, WA, holding the CFP® and ChFC® designations and over 26 years of industry experience. Her career includes roles at CUNA Brokerage Services and Cuna Mutual Group, as well as Trajan Wealth, L.L.C. She also has experience in tax preparation and accounting as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Longview, WA 822 Commerce Avenue

822 Commerce Avenue

Longview WA 98632

Advisors at this office

2

Most active in

Oregon · Texas · Washington

Work history

26 years of industry experience

LPL Financial

2025 - Present • 1 year

Longview, WA

Fibre Federal Credit Union

2025 - Present • 1 year

Longview, WA

Trajan Wealth, L.L.C.

2023 - 2025 • 2 years

Scottsdale, AZ

Retirement

2022 - 2023 • 1 year

Maricipa, AZ

CUNA Brokerage Services, INC

2011 - 2022 • 11 years

Waverly, IA

Cuna Mutual group

2011 - 2022 • 11 years

Waverly, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John B

Series 63, Series 66

Longview, WA

Bryant Wealth Management, Inc.

John Bryant is the sole advisor at Bryant Wealth Management, Inc., an independent firm based in Longview, WA. He holds Series 63 and Series 66 designations and has 20 years of industry experience, having led his firm since 2006. Bryant also serves in an elected municipal public office. Bryant Wealth Management provides financial planning and discretionary portfolio management to individuals, households, and small businesses. The firm offers customized investment strategies and additional financial-management services, including bookkeeping and tax preparation, with an institutional custodial relationship through Charles Schwab.

Options & derivatives strategies General retirement planning General estate planning guidance Wealth management
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Damon G

CFP®, ChFC®, Series 63, Series 65

Longview, WA

Retirement Strategies

Damon George is a CFP® and ChFC® with 24 years of experience in financial advising. He is the sole advisor at Retirement Strategies, an independent firm based in Longview, WA. His prior experience includes roles at Cambridge Investment Research Advisors, United Planners' Financial Services of America, and Independent Financial Group. Retirement Strategies provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, utilizing a multi-disciplinary investment approach and active use of third-party managers.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Aili W

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Aili Wild is a financial advisor at Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses with 13 years of industry experience. Outside of her advisory role, she is an independent retailer for Tranont, selling supplements and occasionally hosting in-home classes. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios along with financial planning and insurance solutions. The firm integrates discretionary portfolio management with brokered transactions and commissionable insurance sales, supported by a team of licensed representatives.

Wealth management
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Max K

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Max Kamp is a financial advisor with Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Continental Investors Services since 1992. Outside of his advisory role, he is the proprietor of NW Financial Service, which deals in life insurance. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios alongside financial planning and insurance solutions. The firm emphasizes fixed-income and municipal securities and combines discretionary portfolio management with brokered transactions and insurance sales.

Wealth management
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Robert N

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Robert Nash is a financial advisor with Continental Investors Services, Inc. in Dallas, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at B. Riley Wealth Management and Hilltop SECURITIES, INC. His career spans over two decades at major firms prior to joining Continental in 2020. Continental Investors Services, Inc. provides SEC-registered advisory and portfolio management services primarily to individual clients, focusing on fixed-income and municipal securities. The firm integrates discretionary portfolio management with broker-dealer and insurance sales activities, operating through a team of licensed representatives.

Wealth management
user avatar

Betty T

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Betty Trembley is a financial advisor at Continental Investors Services, Inc. She holds Series 63 and Series 65 licenses and has 45 years of industry experience. She has been with Continental Investors Services since 1992. Continental Investors Services is an SEC-registered investment adviser managing approximately $197 million for about 600 individual clients, primarily non–high-net-worth households. The firm provides portfolio management and investment advisory services alongside brokerage and insurance products.

Wealth management
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