Alexander Smith (CRD# 7437453) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bad Axe, MI and has 1 year of experience in the finance industry.
CRD# 6037034
Osaic Wealth, Inc.
CRD# 3189261
Lpl Financial LLC
CRD# 5964026
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Bad Axe, MI | Nov 2023 - Current | < 1 |
| Fsc | Bad Axe, MI | Sep 2021 - Nov 2023 | 2 |
| Booms Construction | Bad Axe, MI | Aug 2018 - Aug 2021 | 3 |
| Zuni Christian Mission School | Zuni, NM | Aug 2010 - Jul 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- MI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
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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