Alex Suggs (CRD# 6705544) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 7 years of experience in the finance industry.
CRD# 6678578
J.p. Morgan Securities LLC
CRD# 4722177
Stifel, Nicolaus & Company, Incorporated
CRD# 4234153
Avantax Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Integrated Advisors Network, LLC | Palos Verdes Estates, CA | Sep 2019 - Current | 4 |
Capital City Financial Partners | Columbia, SC | Sep 2019 - Current | 4 |
Ubs Financial Services Inc. | Charlotte, NC | Apr 2019 - Aug 2019 | < 1 |
Unemployed | Charlotte, NC | Dec 2018 - Apr 2019 | < 1 |
The Vanguard Group, Inc. | Charlotte, NC | Sep 2016 - Dec 2018 | 2 |
South Carolina House Of Representatives | Columbia, SC | Jan 2014 - Aug 2016 | 2 |
University Of South Carolina | Columbia, SC | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2016 |
S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- CA
- SC
-
Total Assets Under Management4,215MILLIONS
-
Total Number of Accounts11,998ACCOUNTS
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Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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