AA
AA

Alexander James Andrews

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
409 clients
Average Client Portfolio
$408K average
Assets Under Management
$167.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
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Location

122 North Alexander St, Toccoa, GA, 30577

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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's wife owns Angelica Renee Andrews LLC, where she buys and resells items, and Alexander helps list products, dedicating a few hours per week. He is also an Investment Advisor/Financial Consultant at First Citizens Asset Management, spending about 10-20% of his time advising clients and creating portfolios.

Employment History
Current Registrations
First Citizens Asset Management, INC
August 2023 - Present · 2 yrs 6 mos
First Citizens Investor Services, INC.
February 2023 - Present · 3 yrs
First Citizens Investor Services, INC.Broker
August 2016 - Present · 9 yrs 6 mos
State Registrations4 states
GASCTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.