Alexander Kimmel (CRD# 7343243) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 2 years of experience in the finance industry. Alexander Kimmel 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.
CRD# 3037835
Rock House Financial
CRD# 4482805
Diversify Advisory Services, LLC
CRD# 5620871
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Salt Lake City, UT | Sep 2022 - Current | 1 |
| Td Ameritrade, Inc. | Westlake, TX | Feb 2021 - Sep 2022 | 1 |
| Maria Cucas | Keller, TX | Oct 2018 - Feb 2021 | 2 |
| Davinci Neuromonitoring | The Woodlands, TX | May 2016 - Oct 2018 | 2 |
| All About Babies Birth Center | Argyle, TX | Nov 2014 - May 2016 | 1 |
| Unemployed | Fort Worth, TX | Apr 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
| S63 | Uniform Securities State Law Examination | Jun 2021 |
- TX
- UT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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