Alexa McMahon (CRD# 7783732) is an Investment Advisor Representative working at Principal Asset Management in Charlotte, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Asset Management | Charlotte, NC | Jul 2023 - Current | < 1 |
| Pricewaterhousecoopers | San Diego, CA | Sep 2021 - Jul 2023 | 1 |
| Ymca | San Diego, CA | Apr 2021 - Sep 2021 | < 1 |
| University Of San Diego | San Diego, CA | Sep 2017 - Jun 2021 | 3 |
| University Of San Diego | San Diego, CA | Jan 2021 - May 2021 | < 1 |
| El Camino High School | Oceanside, CA | Jun 2013 - Sep 2017 | 4 |
| Jamba Juice | Carlsbad, CA | Sep 2016 - Apr 2017 | < 1 |
| Lincoln Military Housing | Oceanside, CA | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- NC
-
Total Assets Under Management377,223MILLIONS
-
Total Number of Accounts6,824ACCOUNTS
-
Average Account Value$55,278,865
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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