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Alex Santillan

Financial Advisor, LPL Financial, serving Brooksville, Spring Hill, Citrus Springs, Crystal River and Floral City , Fla.

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About Alex Santillan

Alex Santillan joined Capital City Investments in 2022, bringing more than a decade of financial services experience to help meet the needs of individuals and business owners in Hernando and Pasco counties. He believes in taking time to understand and educate his clients prior to, and beyond, implementing appropriate strategies geared toward helping them achieve long-term success. As a financial advisor, he concentrates on three essential components of personal finance – accumulation, ongoing management and protection – through retirement planning, investment management and insurance solutions. Alex holds series 7, 63 and 66 securities registrations with LPL Financial as well as state Life, Health and Variable Annuities licenses. Alex began his career in the financial industry in retail banking after moving from Europe to Florida to pursue a finance degree from University of West Florida. He also holds an industrial engineering degree from Universidad de Lima. Outside of work, Alex enjoys offshore boating with his wife, four children and two dogs, and volunteering with Save a Man (SAM) Ministry for incarcerated and newly freed prisoners. Make a smart money move today and schedule your no-obligation financial plan review with Alex.
810 W Main St.
Inverness, FL 34450
(352) 423-5215

Other Locations Served

About Capital City Investments

At Capital City Investments, our advisors are committed to providing quality investment products, services and management to residents in the greater Tallahassee, Fla., Gainesville, Fla. and Macon, Ga. communities we call home. Our advisors are professionally trained to assist you with a variety of services from individual financial strategies to complete business solutions.

Whether you desire long-term or short-term investments, or a combination, we can help you build a portfolio that is designed to align with your needs. We offer access to a wide array of investment products and services at Capital City Investments through LPL Financial:

  • Stocks
  • Annuities
  • Bonds
  • Mutual Funds
  • Life Insurance
  • Disability Insurance
  • IRAs
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Capital City Bank and Capital City Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Capital City Investments, and may also be employees of Capital City Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Capital City Bank or Capital City Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Federal Government Agency · Not Bank Guaranteed · Not Bank Deposits or Obligations · May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL CA AZ CO DC DE FL GA LA MD MI MO NC NM NY PR SC TN TX VA VT WI WY.

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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