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Alexander Eric Metzner

10 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
394 advisors
Number of Clients
14,898 clients
Average Client Portfolio
$223K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$10K
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Location

11440 Jog Road, Palm Beach Gardens, FL, 33418

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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

Alexander is an employee and agent at Katz Metzner Financial LLC, spending about 10% of his time on this non-investment related activity. He also serves on the Investment Committee for Liberty One Investment Management, LLC, dedicating minimal time to offering insights and reviewing reports.

Employment History
Current Registrations
Money Concepts Capital CORPBroker
July 2016 - Present · 9 yrs 7 mos
Money Concepts Advisory Service
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Mcadam LLC
June 2016 - July 2016 · 1 mo
Purshe Kaplan Sterling InvestmentsBroker
May 2015 - July 2016 · 1 yr 2 mos
State Registrations12 states
CACODEFLINLAMDPASCVAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexander Eric Metzner - Financial Advisor | TrueAdvisor