Theodore Alexander, financial advisor Columbus OH

Theodore Alexander

CRD Number: 5323375
Current Firm: Prudential Financial Planning Services

Theodore Alexander (CRD# 5323375) is an Investment Advisor Representative working at Prudential Financial Planning Services in Columbus, OH and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The Prudential Insurance Company Of America Sunbury, OH Jul 2020 - Current < 1
Pruco Securities LLC Sunbury, OH Jul 2020 - Current < 1
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: 800-235-7637
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    11,236
    MILLIONS
  • Total Number of Accounts
    70,757
    ACCOUNTS
  • Average Account Value
    $158,796
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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