AH
AH

Alexandra R Head

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
357 advisors
Number of Clients
17,567 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$27.7B

Fee Structure

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Location

3815 River Crossing Pkwy, Suite 200, Indianapolis, IN, 46240

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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

Alexandra is involved with the Delta Zeta Louisville Alumnae Board and the Greater Louisville Alumnae Panhellenic, dedicating minimal time to each. She is also a member of MWM Partners Property LLC, spending a few hours per week managing the building.

Employment History
Current Registrations
Sanctuary Securities, INC.Broker
December 2021 - Present · 4 yrs 2 mos
Sanctuary Advisors, LLC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2014 - December 2021 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - December 2021 · 7 yrs 4 mos
State Registrations12 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.