Alex Astin (CRD# 6895533) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Destin, FL and has over 4 years of experience in the finance industry.
CRD# 6378144
Edward Jones
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Prime Capital Investment Advisors, LLC | Overland Park, KS | Jul 2022 - Current | 1 |
Burns Estate Planning | Hammond, LA | Feb 2021 - Current | 3 |
Burns Wealth Advisors | Destin, FL | Feb 2021 - Jun 2022 | 1 |
Cherry Wealth Advisors | Fort Walton Beach, FL | Oct 2020 - Feb 2021 | < 1 |
Cherry Wealth Advisors | Fort Walton Beach, FL | Jul 2020 - Feb 2021 | < 1 |
Cetera Investment Services LLC | St. Cloud, MN | Aug 2019 - Jul 2020 | < 1 |
Regions Bank | Miramar Beach, FL | Jul 2018 - Jul 2020 | 2 |
Unemployed | Santa Rosa Beach, FL | Apr 2018 - Jul 2018 | < 1 |
Edward Jones | St Louis, MO | Jan 2018 - May 2018 | < 1 |
Piedmont College | Demorest, GA | Aug 2016 - Dec 2017 | 1 |
Student | Santa Rosa Beach, FL | Oct 2010 - Aug 2016 | 5 |
Beach Chairs 4 U | Santa Rosa Beach, FL | Aug 2013 - Jul 2016 | 2 |
Piedmont College | Demorest, GA | Jun 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- FL
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Total Assets Under Management24,363MILLIONS
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Total Number of Accounts30,635ACCOUNTS
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Average Account Value$795,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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