AS
AS

Alexander Ray Sweeney

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
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Location

2200 E Camelback Rd, Phoenix, AZ, 85016

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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

Alexander is an agent selling fixed insurance through American Senior Benefits/Heartland Retirement Group, dedicating about a quarter of his time. He also works as an investment advisor for Heartland Retirement Group Wealth Management, spending another quarter of his time providing wealth management and financial planning services.

Employment History
Current Registrations
Integrity Alliance, LLC
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Vanguard Advisers, INC.
July 2023 - August 2023 · 1 mo
Vanguard Marketing CorporationBroker
September 2021 - August 2023 · 1 yr 11 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Alexander Ray Sweeney - Financial Advisor | TrueAdvisor