Alex West, financial advisor Covington KY

Alex West

CRD Number: 6521960
Current Firm: Fidelity Personal And Workplace Advisors

Alex West (CRD# 6521960) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Covington, KY Feb 2014 - Current 6
Unemployed Wilder, KY Jun 2013 - Jan 2014 < 1
Hanover College Hanover, IN Aug 2010 - May 2013 2
Hanover College Hanover, IN Aug 2009 - May 2013 3
Ymca Camp Ernst Burlington, KY Jun 2012 - Aug 2012 < 1
Katholieke Universiteit Leuven Leuven, Feb 2012 - Jun 2012 < 1
Ymca Camp Ernst Burlington, KY May 2011 - Aug 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2015
S66 NASAA Uniform Combined State Law Examination May 2020
Contact Info for Alex M. West
Phone Number: 617-563-7000
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
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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