Theodore AlexanderCRD 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 12 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Inspire Advisors, LLC
|Pruco Securities, LLC||Sunbury, OH||Jul 2020 - Current||2|
|Prudential Insurance Company Of America||Sunbury, OH||Jul 2020 - Current||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|
Total Assets Under Management14,969MILLIONS
Total Number of Accounts92,200ACCOUNTS
Average Account Value$162,356
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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