AA
AA

Aaron J. D. Alexander

3 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

555 N Carancahua St., Ste 1020, Corpus Christi, TX, 78401

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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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Employment History
Current Registrations
Money Concepts Advisory Service
February 2022 - Present · 4 yrs
Money Concepts Capital CORPBroker
January 2022 - Present · 4 yrs 1 mo
State Registrations2 states
ILTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.