Alexandra DemosthenesCRD 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.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Investment Advisory Professionals, LLC||Boca Raton, FL||Oct 2010 - Current||7|
|Arthur J Canter, Cpa||Boca Raton, FL||Oct 2010 - Current||7|
|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|
Total Assets Under Management182MILLIONS
Total Number of Accounts115ACCOUNTS
Average Account Value$1,582,609
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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