Thresa AlexanderCRD Number: 1189542
Current Firm: Alexander Financial Planning, Inc.
Thresa Alexander (CRD# 1189542) is an Investment Advisor Representative working at Alexander Financial Planning, Inc. in Columbus, OH and has over 24 years of experience in the finance industry. Thresa Alexander 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.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Inspire Advisors, LLC
|Wrp Investments, Inc.||Columbus, OH||Sep 1998 - Current||23|
|Alexander Financial Planning, Inc.||Columbus, OH||Aug 1997 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
Total Assets Under Management76MILLIONS
Total Number of Accounts335ACCOUNTS
Average Account Value$226,961
- 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
- Pension consulting services
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