Richard Alexander, financial advisor Brea CA

Richard Alexander

CRD Number: 5701264
Current Firm: Pure Financial Advisors, LLC

Richard Alexander (CRD# 5701264) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Brea, CA and has over 14 years of experience in the finance industry. Richard Alexander 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
Pure Financial Advisors, LLC San Diego, CA Nov 2021 - Current 2
Pure Financial Advisors, LLC San Diego, CA Mar 2018 - Nov 2021 3
Ameriprise Financial Services, Inc. Irvine, CA Oct 2014 - Dec 2017 3
Wells Fargo Advisors LLC Brea, CA Oct 2014 - Oct 2014 < 1
Ameriprise Financial Services Inc. Brea, CA Feb 2010 - Oct 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Richard A. Alexander
Phone Number: 877-222-6044
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,601
    MILLIONS
  • Total Number of Accounts
    14,757
    ACCOUNTS
  • Average Account Value
    $311,758
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA

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