Alexander Tollen, financial advisor Dallas TX
93 score

Alexander Tollen

CRD Number: 2014158
Current Firm: Mcgowan Group Asset Management, Inc.

Alexander Tollen (CRD# 2014158) is an Investment Advisor Representative working at Mcgowan Group Asset Management, Inc. in Dallas, TX and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Spire Securities Reston, VA Oct 2011 - Current 5
Mcgowan Group Dallas, TX Oct 2011 - Current 5
1st Global Capital Corp. Dallas, TX Aug 2010 - Oct 2011 1
Edi Financial, Inc. Dallas, TX Apr 2004 - Jul 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Alexander G. Tollen
Phone Number: 214-720-4400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    526
    MILLIONS
  • Total Number of Accounts
    1,734
    ACCOUNTS
  • Average Account Value
    $303,372
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, LA, NM, OK, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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