AA
CFP
AA
CFP

Alexander Yusef Ali

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningReal Estate InvestingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
755 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$789.5M

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

275 West Third Street, Suite 600, Vancouver, WA, 98660

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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

Alexander is associated with Johnson Bixby & Associates, LLC as a Registered Investment Advisor (RIA). This activity takes nearly full-time hours, with 80 hours during trading hours.

Employment History
Current Registrations
Johnson Bixby
April 2023 - Present · 2 yrs 10 mos
Private Client Services, LLCBroker
March 2023 - Present · 2 yrs 11 mos
State Registrations6 states
AZCACONYORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexander Yusef Ali - Financial Advisor | TrueAdvisor