DA
DA

Drew Stephenson Adams

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,242 clients
Average Client Portfolio
$516K average
Assets Under Management
$641.4M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

Hendrickson Building - Suite 207, P.O. Box 1728, Harlan, KY, 40831

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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 Activities

Drew is a board member of the Harlan County Economic Development Authority, dedicating minimal time. He is also a board member of Camp Blanton, a private trust, dedicating minimal time.

Employment History
Current Registrations
Alexander Investment Services CO.
June 2014 - Present · 11 yrs 8 mos
Alexander Investment Services CO.Broker
April 2007 - Present · 18 yrs 10 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 2006 - January 2007 · 5 mos
State Registrations4 states
KYTNVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Drew Stephenson Adams - Financial Advisor | TrueAdvisor