Alexander Pimental (CRD# 7535083) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has 1 year of experience in the finance industry. Alexander Pimental 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# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marshall Financial Group, Inc. | Doylestown, PA | Dec 2021 - Current | 2 |
| Full Time Student | Philadelphia, PA | Aug 2018 - Dec 2021 | 3 |
| Lulu Country Club | Glenside, PA | Jul 2019 - Jan 2020 | < 1 |
| Golds Gym | San Antonio, TX | May 2018 - Jun 2019 | 1 |
| Military | Fpo Ap, | Feb 2016 - Feb 2018 | 2 |
| Military | Yokosuka, | Jan 2013 - Feb 2016 | 3 |
- PA
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Total Assets Under Management779MILLIONS
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Total Number of Accounts1,525ACCOUNTS
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Average Account Value$510,946
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DE, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
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