Lifemark Securities
40yrs
Top advisor by experience in Barre
11yrs
Alec Herbert
Financial advisor at LPL Financial
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office361 N Main St, Barre, VT 05641
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2019 – 2024Key Investment Services LLCPreviously
Questions to ask Alec
Tailored to Alec’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Alec
How do I contact Alec?
Call LPL Financial at 704-733-3300 and ask for Alec Herbert. Alec works from the Barre, VT office.
How long has Alec been a financial advisor?
Alec has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Alec hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Alec a fiduciary?
Alec is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alec paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alec for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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