Alex Chalekian
Head of Practice Acquisition
Alex Chalekian
Head of Practice Acquisition
I support our growth by working with our advisors to identify practices that may qualify as possible acquisition candidates for our existing advisors, and then I help them throughout the complete process – candidate verification and valuation, to deal close. Many advisors underestimate the amount of time and effort that goes into a successful acquisition. Not to mention all the potential pitfalls. I am here to help them to execute a successful transaction and make sure that the clients experience a smooth transition.
Our success allows me to work with our advisors and help them to grow their practices via acquisitions as well as helping to identify compatible next generation advisors, as part of their succession plan. As an expert in succession planning, I have worked with many financial advisors on how to plan for the next step in their career. My approach is a good fit for advisors who want a well-conceived and personalized path towards their own eventual retirement.
My professional background includes 23 years in the financial services industry as a financial advisor. Throughout my career, I have coached many advisors on how to transition their practice, grow their business and attain success in the financial advisory industry. After multiple acquisitions in the recent years, I am excited to bring this experience to the table for Integrated advisors.
Rounding out my life, I commit my energy to my family, friends and community. Some of my favorite activities include traveling, playing sports and bodyboarding.
Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.
InTouch Innovations and LPL Financial are separate entities.
CRPC conferred by College for Financial Planning.
The LPL Financial 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.