Alex Howell

Stephens

3 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Stephens

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

243 advisors

Number of Clients

21,683 clients

Average Client Portfolio

$720K average

Assets Under Management

$15.6B

Fee Structure

Location

University Heights, OH

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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.

Employment History

Current Registrations

Stephens

January 2023 - Present · 3 yrs 1 mo

Stephens

October 2022 - Present · 3 yrs 4 mos

StephensBroker

October 2022 - Present · 3 yrs 4 mos

State Registrations3 states

AROHTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.