AI
AI

Alexander Sasha Izmailov

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
156 advisors
Number of Clients
16,313 clients
Average Client Portfolio
$520K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:$5K
Loading...

Location

156 Diablo Road, Suite 320, Danville, CA, 94526

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Alexander operates several businesses, including Executive Wealth Strategies, Sprague Wealth Solutions, and Executive Wealth Strategies LLC, all DBAs for his LPL business, and spends full-time hours on each. He also works with Mariner Independent Advisor Network LLC, providing investment advisory services, and dedicates minimal time as a managing member of Financial Planner Group LLC, a business entity for tax/investment purposes only, and sells non-variable insurance as an independent agent.

Employment History
Current Registrations
Mariner Advisor Network
May 2021 - Present · 4 yrs 9 mos
LPL Financial LLCBroker
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Insight Wealth Strategies, LLC
April 2018 - July 2021 · 3 yrs 3 mos
Mutual Securities, INC.Broker
April 2018 - June 2020 · 2 yrs 2 mos
Lincoln Financial Advisors Corporation
November 2013 - May 2018 · 4 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
February 2013 - May 2018 · 5 yrs 3 mos
Alamo CapitalBroker
September 2012 - February 2013 · 5 mos
White Pacific Securities, INC.Broker
August 2009 - March 2012 · 2 yrs 7 mos
First Investors CorporationBroker
October 2006 - May 2009 · 2 yrs 7 mos
State Registrations7 states
CACOHIMANVTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.