Alexandria Davis
Financial Planner, LPL Financial
In her role as Financial Planner at LPL Financial, Alexandria supports Tortuga Wealth Management, where she assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Alexandria partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with Tortuga Wealth Management.
Alexandria’s financial services career launched in 2013 where she served as an advisor and an Associate Financial Planner prior to joining LPL Financial in 2023. Alexandria received both her Bachelor of Science in Economics and Minor in Finance from the California State University of Sacramento and is a CFP® practitioner.
Alexandria Davis is employed by LPL Financial.