AP
AP

Alex Picone

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
250 advisors
Number of Clients
9,894 clients
Average Client Portfolio
$456K average
Assets Under Management
$4.5B

Fee Structure

Minimum Annual Fee:$200
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Location

2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243

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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 ActivitiesSells Insurance

Alex works as a paraplanner for IM Wealth Partners Inc., assisting Ian Meierdiercks in planning for client meetings. This takes nearly full-time hours.

Employment History
Current Registrations
Stonex Advisors INC.
January 2024 - Present · 2 yrs 1 mo
Stonex Securities INC.Broker
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Smbc Nikko Securities America, INC.Broker
September 2022 - June 2023 · 9 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.