Alexander Richani (CRD# 6215239) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 10 years of experience in the finance industry. Alexander Richani 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.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woodword Financial Advisors | Chapel Hill, NC | Jul 2021 - Current | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Durham, NC | Mar 2018 - Jun 2021 | 3 |
| Advice And Planning Services | Durham, NC | Mar 2018 - Jun 2021 | 3 |
| Scottrade Investment Management | Durham, NC | Jun 2017 - Mar 2018 | < 1 |
| Scottrade, Inc. | Durham, NC | Mar 2017 - Mar 2018 | 1 |
| Lpl Financial LLC | Fort Mill, SC | Nov 2016 - Mar 2017 | < 1 |
| The Vanguard Group, Inc. | Charlotte, NC | Jun 2013 - Nov 2016 | 3 |
| Vanguard Marketing Corporation | Charlotte, NC | Jun 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- NC
-
Total Assets Under Management511MILLIONS
-
Total Number of Accounts885ACCOUNTS
-
Average Account Value$577,634
- 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
NC, NJ, TX
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