AP
AP

Alexander Parker

2 Years of Experience
BrokerSells Insurance

Alexander Parker is a registered investment advisor at Credit Union Investment Services, based in Fayetteville, NC, with 2 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
258 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$111K

Fee Structure

Minimum Investment:$3.5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

0.25% annual fee for cash and individual fixed income. 0.50% annual fee for all other securities. This fee is non-negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

651 Executive Place, Fayetteville, NC, 28302

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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 for SECU Life Insurance Company and a Financial Advisory Services Specialist at State Employees' Credit Union. He also owns an online print-on-demand Etsy store, Parker Empower, dedicating a few hours per week to design, production, product listing, and customer service.

Employment History
Current Registrations
Credit Union Investment Services
November 2023 - Present · 2 yrs 5 mos
Secu Brokerage Services
October 2023 - Present · 2 yrs 6 mos
Secu Brokerage ServicesBroker
October 2023 - Present · 2 yrs 6 mos
State Registrations1 state
NC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Alexander Parker - Financial Advisor | TrueAdvisor