Joan AlexandreCRD Number: 5494069
Current Firm: Kestra Advisory Services, LLC
Joan Alexandre (CRD# 5494069) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 4 years of experience in the finance industry.
Pbl Wealth Management
Kestra Advisory Services, LLC
|Kestra Investment Services, LLC||Austin, TX||Oct 2020 - Current||1|
|Kestra Advisory, LLC||Austin, TX||Oct 2020 - Current||1|
|Unemployed||Arlington, TX||Dec 2019 - Oct 2020||< 1|
|Avantax Investment Services, Inc.||Dallas, TX||Oct 2019 - Dec 2019||< 1|
|Avantax Advisory Services||Irving, TX||Oct 2019 - Dec 2019||< 1|
|1st Global Capital Corp.||Dallas, TX||Jun 2017 - Oct 2019||2|
|1st Global Advisors, Inc.||Dallas, TX||Jun 2017 - Oct 2019||2|
|Awall Consulting, LLC||Arlington, TX||May 2013 - Apr 2017||3|
|Unemployed||Fort Worth, TX||Feb 2013 - Apr 2013||< 1|
|Ubs Financial Services Inc.||Fort Worth, TX||Feb 2008 - Jan 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2017|
Total Assets Under Management45,081MILLIONS
Total Number of Accounts127,790ACCOUNTS
Average Account Value$352,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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