Alex Bridges

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About Alex Bridges

Alex founded Tiverton Wealth after serving as Chief Strategy Officer for a prominent investment management office in Houston. With a strong foundation in comprehensive financial planning, Alex began his career in financial services in 2017 with Northwestern Mutual, where he developed the essential skills that now guide his client-centered approach at Tiverton Wealth. Alex is an alumnus of the C.T. Bauer College of Business at the University of Houston, where he completed the Personal Financial Planning (PFP) Track, a specialized BBA in Finance program that prepares graduates for success in personal financial planning. This CFP® Board-approved program meets the educational requirements for the CFP® Exam, equipping Alex with with comprehensive knowledge in the financial planning industry. Alex resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs, Beaux and Bella. Together, they share a passion for exploring new cultures and spending meaningful time with friends and family. For Alex, fatherhood remains his most significant role, as he finds purpose and joy in making a lasting impact on his family and his community. As he puts it, 'Zoe and my poodles are a true blessing. I am thankful every day for the privilege of being their father.' Alexs dedication to family, community, and clients reflects his commitment to creating lasting positive impacts in every endeavor.

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General Information

CRD#

6736420

Firm CRD#

8733

Insurance License#

2154193

Name of Broker/Dealer

LPL Enterprise / LPL Financial

Name of Custodial Firm

LPL Enterprise / LPL Financial

States Licensed in

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®, RICP^®

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Long Term Care, Variable Life, Variable Annuity, Disability, Annuity, Health

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Flat Fee, Commissions

Fee % Based on Assets

Disclosures

Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPL Enterprise and LPL Financial are not affiliated with Prudential.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

Disclaimer

Alex Bridges is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Tiverton Wealth. The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Cash Solicitor ADV 2A

Paladin Advisors

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Paladin Research Report For:

Tiverton Wealth