Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
8,771 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$23.0B

Fee Structure

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Location

6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222

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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

Alexandria works as a promotional specialist, passing out samples and promoting brands. This activity takes minimal time, about 4 hours on weekends.

Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
August 2025 - Present · 6 mos
Previous Registrations
Fisher Investments
March 2022 - August 2025 · 3 yrs 5 mos
Trinity Wealth Securities, L.L.C.Broker
August 2020 - December 2020 · 4 mos
Florida Financial Advisors, INC.
August 2020 - December 2020 · 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.