401 McCullough Dr Ste 200, Charlotte, NC, 28262
Get directionsNo 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.
Learn about disclosures →Alex works full-time as a Retirement Consultant for Principal Advised Services, offering investment advice to retirement plan participants. Alex also holds a full-time position as AVP - Advice, Education & Sales for Principal Bank, with accountability for sales of bank deposit products.