Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
137 advisors
Number of Clients
6,406 clients
Average Client Portfolio
$268K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$50K
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Location

Milton, FL

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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

Alex is the sole proprietor and 100% owner of a business selling custom engraved accessories and miscellaneous items. This takes about half of Alex's time.

Employment History
Current Registrations
Navy Federal Investment Services, LLC
May 2024 - Present · 1 yr 9 mos
Navy Federal Investment Services, LLCBroker
May 2024 - Present · 1 yr 9 mos
Navy Federal Investment Services, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Cetera Investment Advisers LLC
July 2023 - March 2024 · 8 mos
Cetera Investment Services LLCBroker
April 2023 - March 2024 · 11 mos
J.P. Morgan Securities LLCBroker
August 2019 - March 2023 · 3 yrs 7 mos
State Registrations19 states
AZCACODCFLGAINMDMINCNENHNVPASCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.