AS

Alani Leonardo Sewell

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
685 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Your advisor is compensated for investment advice by an advisory fee based on the value of assets in your account. This fee provides access to your advisor for financial and life planning consultation. The maximum annual fee that your advisor can charge is 1.25% of the assets being advised or managed. Fees are negotiable at the advisor's discretion. Certain portfolios are Wrap Fee Programs, bundling advisory and transaction costs. Institutional business fees are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

5 Walnut Grove Drive, Suite 240, Horsham, PA, 19044

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Analysts
February 2015 - Present · 10 yrs 11 mos
Lincoln Investment
April 2011 - Present · 14 yrs 9 mos
Lincoln Investment
October 2009 - Present · 16 yrs 3 mos
Lincoln Investment Broker
October 2009 - Present · 16 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, INC.
December 2008 - March 2009 · 3 mos
Ameriprise Financial Services, INC. Broker
November 2008 - March 2009 · 4 mos
Ameriprise Financial Services, INC. Broker
August 2008 - September 2008 · 1 mo
State Registrations9 states
ARDEFLMDMINJNMPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.