Joan Alexandre, financial advisor Austin TX

Joan Alexandre

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Joan K. Alexandre
Phone Number: 8445537872
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    45,081
    MILLIONS
  • Total Number of Accounts
    127,790
    ACCOUNTS
  • Average Account Value
    $352,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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