Alexander Monk, financial advisor Forest Hill MD
69 score

Alexander Monk

CRD Number: 6234104
Current Firm: Kalos Management

Alexander Monk (CRD# 6234104) is an Investment Advisor Representative working at Kalos Management in Forest Hill, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Kalos Capital, Inc. Alpharetta, GA Aug 2013 - Current 3
Kalos Management Alpharetta, GA Aug 2013 - Current 3
Akers Financial Group Forest Hill, MD May 2012 - Current 4
Ripken Baseball Aberdeen, MD Jan 2012 - May 2012 < 1
Cook Automotive Aberdeen, MD Jan 2010 - Jan 2012 2
Towson University Towson, MD Sep 2009 - Jan 2010 < 1
Majar Motors Jarrettsville, MD Jun 2008 - Sep 2009 1
Towson University Towson, MD Aug 2007 - Jun 2008 < 1
First Mortgage Corporation Owings Mills, MD Jun 2007 - Aug 2007 < 1
Towson University Towson, MD Jan 2007 - Aug 2007 < 1
Nordstrom Towson, MD Jun 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Alexander J. Monk
Phone Number: 678-356-1100
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    358
    MILLIONS
  • Total Number of Accounts
    3,787
    ACCOUNTS
  • Average Account Value
    $94,470
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
69

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