Alexander ClendennenCRD Number: 5906957
Current Firm: Venturi Wealth Management, LLC
Alexander Clendennen (CRD# 5906957) is an Investment Advisor Representative working at Venturi Wealth Management, LLC in Austin, TX and has over 7 years of experience in the finance industry. Alexander Clendennen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Venturi Wealth Management, LLC||Austin, TX||Jan 2016 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Austin, TX||Mar 2011 - Nov 2015||4|
|Unemployed||Los Angeles, CA||May 2010 - Mar 2011||< 1|
|University Of Southern California||Los Angeles, CA||Sep 2006 - May 2010||3|
|C3 Presents||Austin, TX||Jun 2009 - Aug 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management703MILLIONS
Total Number of Accounts602ACCOUNTS
Average Account Value$1,167,774
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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