Unclaimed Profile

Alexandra Odessa Vidal

HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC·SCOTTSDALE, Arizona

SIE, Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65Clean record23 years registeredHOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC

8985 E. BELL ROAD, SCOTTSDALE, AZ 85260CRD# 4449974Firm CRD# 169045

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexandra Odessa Vidal · SCOTTSDALE, AZ

Registration

CRD #4449974 · HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC · 23 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Oct 2021 – present

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

Aug 2019 – Nov 2021

SCOTTSDALE, AZ

1ST GLOBAL ADVISORS INC

Mar 2009 – Jun 2017

DALLAS, TX

H&R BLOCK FINANCIAL ADVISORS, INC.

Jul 2003 – Jun 2005

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · July 29, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC

CRD 169045 · SEC 801-78565

AUM

$288M

Regulatory assets under management

Employees

1,804 client accounts

Services offered by HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC →

Introduction

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Frequently Asked Questions

What services does Alexandra Odessa Vidal offer?

Alexandra Odessa Vidal specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Alexandra Odessa Vidal's credentials?

Alexandra Odessa Vidal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alexandra Odessa Vidal located?

Alexandra Odessa Vidal is based in SCOTTSDALE, Arizona, working with HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Alexandra Odessa Vidal charge for services?

Alexandra Odessa Vidal's firm is compensated through percentage of aum, hourly charges, subscription fees, other: portion of third party manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC?

HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC has approximately 25 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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