Theodore Alexander, financial advisor Sunbury OH

Theodore Alexander

CRD Number: 5323375
Current Firm: Lion Street Advisors, LLC

Theodore Alexander (CRD# 5323375) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Sunbury, OH and has over 13 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lion Street Advisors Sunbury, OH Jun 2023 - Current < 1
Lion Street Financial Sunbury, OH Jun 2023 - Current < 1
Pruco Securities, LLC Sunbury, OH Jul 2020 - Jun 2023 2
Prudential Insurance Company Of America Sunbury, OH Jul 2020 - Jun 2023 2
The Prudential Insurance Company Of America Galena, OH Mar 2018 - Jul 2020 2
Pruco Securities, LLC Galena, OH Mar 2018 - Jul 2020 2
Fifth Third Securities Westerville, OH Jun 2016 - Mar 2018 1
Cuso Financial Services, LP San Diego, CA Apr 2015 - May 2016 1
Kemba Financial Credit Union Gahanna, OH Apr 2015 - May 2016 1
Nationwide Investment Services Corporation Columbus, OH Dec 2007 - Apr 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2010
S66 NASAA Uniform Combined State Law Examination Jun 2015
Contact Info for Theodore S. Alexander
Phone Number: 512-776-8400
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,401
    MILLIONS
  • Total Number of Accounts
    4,709
    ACCOUNTS
  • Average Account Value
    $297,543
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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