AG
AG

Alec Vincent Greathouse

3 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
515 advisors
Number of Clients
42,946 clients
Average Client Portfolio
$638K average
Assets Under Management
$27.4B

Fee Structure

Financial Planning:Included in AUM fee
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Location

100 Terra Bella Drive, Youngstown, OH, 44505

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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

Alec is a member of the plan management team at AMI Benefit Plan Administrators, working as a recordkeeper for retirement plans, and a registered representative and investment advisor representative at NES. These activities take up nearly all of Alec's time.

Employment History
Current Registrations
Newedge Advisors
August 2022 - Present · 3 yrs 6 mos
Newedge Securities, LLCBroker
March 2022 - Present · 3 yrs 11 mos
State Registrations3 states
FLMNOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alec Vincent Greathouse - Financial Advisor | TrueAdvisor