Ft. Myers, FL Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,716 advisors across 10,430 offices

Location

12444 Brantley Commons Ct,#101

Ft. Myers FL 33907

Advisors at this office

4

Advisors at this office

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Alexandra C

Series 66

Ft. Myers, FL

LPL Financial

Alexandra Chiklakis is a financial advisor with LPL Financial in Ft. Myers, FL, holding a Series 66 designation and bringing eight years of industry experience. She has been with LPL Financial and Henderson Wealth Partners since 2015. Outside of her advisory role, she is an ordained minister through Get Ordained. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, featuring both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Todd A

CFP®, Series 63, Series 65

Fort Myers, FL

LPL Financial

Todd Adams is a CFP®-certified financial advisor with 45 years of industry experience. He has been with LPL Financial in Fort Myers, FL since 1990 and previously was associated with Mills-Price & Associates, Inc. from 1990 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and both discretionary and non-discretionary management strategies.

College savings (529s, UTMA, etc.)
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Robert S

Series 63

Fort Myers, FL

LPL Financial

Robert Sager is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and 31 years of industry experience. He has been with LPL Financial since 2009, previously associated with Independent Financial Partners. Outside of advisory work, he operates a photography business and has worked as an associate at a local hardware store. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and extensive research.

College savings (529s, UTMA, etc.)
user avatar

Samuel H

Series 63

Ft. Myers, FL

LPL Financial

Samuel Henderson is a financial advisor with LPL Financial in Ft. Myers, FL, holding a Series 63 license and bringing 40 years of industry experience. He has been with LPL Financial since 1995. Outside of his advisor role, he is also a licensed agent with Ash Brokerage Corp. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of financial planning and advisory programs, utilizing both proprietary and third-party research along with multiple investment strategies and technology tools.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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