AD
CFP · ChFC
AD
CFP · ChFC

Alexander George Dudley

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
420 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

2410 North Ocean Avenue, Suite 401, Farmingville, NY, 11738

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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 works full-time providing investment services, securities, and insurance sales through Mutual Inc. He also works about 10-20% of his time as an insurance agent and spends minimal time as a notary public and a few hours per week as a soccer coach.

Employment History
Current Registrations
Planmember Securities Corporation
October 2022 - Present · 3 yrs 4 mos
Planmember Securities CorporationBroker
July 2022 - Present · 3 yrs 7 mos
State Registrations11 states
AZCTFLILMAMINJNYOHPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.