Alexander AssaleyCRD Number: 5056243
Current Firm: Commonwealth Financial Network
Alexander Assaley (CRD# 5056243) is an Investment Advisor Representative working at Commonwealth Financial Network in Bethesda, MD and has over 17 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Commonwealth Financial Network||Waltham, MA||Jul 2006 - Current||16|
|Afs Financial Group||Bethesda, MD||Jul 2006 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2006|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management146,387MILLIONS
Total Number of Accounts585,629ACCOUNTS
Average Account Value$249,965
- 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)
- Publication of periodicals or newsletters
- 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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