Alexandra Demosthenes, financial advisor Boca Raton FL
93 score

Alexandra Demosthenes

CRD Number: 5984852
Current Firm: Investment Advisory Professionals LLC

Alexandra Demosthenes (CRD# 5984852) is an Investment Advisor Representative working at Investment Advisory Professionals LLC in Boca Raton, FL and has over 5 years of experience in the finance industry. Alexandra Demosthenes 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.

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Professional Designations
Company Name Location Dates Years
Investment Advisory Professionals, LLC Boca Raton, FL Oct 2010 - Current 6
Arthur J Canter, Cpa Boca Raton, FL Oct 2010 - Current 6
Rsm Mcgladrey Ft Lauderdale, FL Nov 2009 - Oct 2010 < 1
Florida Atlantic University Boca Raton, FL Aug 2008 - Aug 2009 1
Medical Staffing Network Boca Raton, FL May 2008 - Aug 2008 < 1
Safe Harbour Accounting Deerfield Beach, FL Apr 2007 - May 2008 1
Student Boynton Beach, FL Dec 2006 - Apr 2007 < 1
Avery & Associates Boca Raton, FL Feb 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Alexandra B. Demosthenes
Phone Number: 561-391-4477
Firm Website: http://www.iapllc.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    182
    MILLIONS
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $1,582,609
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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