Lifemark Securities
40yrs
Top advisor by experience in Barre
4yrs
Alexander Merrill
Financial advisor at Osaic Institutions
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office289 North Main Street, Barre, VT 05641
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Osaic Institutions
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational 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 Combined State Law Examination
Career
- 2024 – nowOsaic Institutions, Inc.Current firm
- Sep 2022 – Dec 2022Edward JonesPreviously
Questions to ask Alexander
Tailored to Alexander’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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Alexander
How do I contact Alexander?
Call Osaic Institutions at 203-599-6000 and ask for Alexander Merrill. Alexander works from the Barre, VT office.
How long has Alexander been a financial advisor?
Alexander has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Alexander hold?
Series 66. Tap any license on this page to see what it allows.
Is Alexander a fiduciary?
Alexander is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alexander paid?
Osaic Institutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alexander 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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