AW
CFP
AW
CFP

Alexander Douglas Whitehouse

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
8,463 clients
Average Client Portfolio
$798K average
Assets Under Management
$6.8B

Fee Structure

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Location

201 NE Park Plaza Drive, Ste. 225, Vancouver, WA, 98684

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alexander is an independent insurance agent selling fixed, life, health, annuities, disability, and LTC insurance since 2018. He also volunteers as a judge for InvestWrite and teaches for Junior Achievement, dedicating minimal time to both activities.

Employment History
Current Registrations
Mutual Advisors, LLC
June 2018 - Present · 7 yrs 8 mos
Mutual Securities, INC.Broker
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Whitehouse Wealth Management
November 2016 - January 2017 · 2 mos
Cetera Advisor Networks LLC
January 2013 - June 2018 · 5 yrs 5 mos
Cetera Advisor Networks LLCBroker
January 2013 - June 2018 · 5 yrs 5 mos
John Hancock Distributors LLCBroker
December 2011 - December 2012 · 1 yr
Manulife Asset Management (US) LLC
January 2009 - December 2012 · 3 yrs 11 mos
John Hancock Advisers, LLC
January 2009 - December 2010 · 1 yr 11 mos
John Hancock Funds, LLCBroker
October 2005 - December 2012 · 7 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
July 2002 - January 2004 · 1 yr 6 mos
State Registrations7 states
AZCANHORTNTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexander Douglas Whitehouse - Financial Advisor | TrueAdvisor