Jannine Allex (CRD# 3215428) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Cary, NC and has over 18 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Ameritrade | Cary, NC | Apr 2018 - Current | 5 |
| Fidelity Brokerage Services LLC | Boston, MA | Sep 2005 - Mar 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- NC
-
Total Assets Under Management15,828MILLIONS
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Total Number of Accounts101,875ACCOUNTS
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Average Account Value$155,367
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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