Alexander MeansCRD Number: 5983148
Current Firm: Means Wealth Management
Alexander Means (CRD# 5983148) is an Investment Advisor Representative working at Means Wealth Management in Greenville, SC and has over 5 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Means Wealth Management||Bangor, ME||Jan 2017 - Current||1|
|Advantage Investment Mgnt LLC||Greenville, SC||Jan 2016 - Dec 2016||< 1|
|Lpl Financial LLC||Greenville, SC||Jan 2016 - Dec 2016||< 1|
|Silver Oak Securities Inc.||Jackson, TN||Feb 2015 - Dec 2015||< 1|
|Lpl Financial||Greer, SC||Jan 2013 - Feb 2015||2|
|Means Investment Company, Inc.||Bangor, ME||Sep 2011 - Dec 2012||1|
|Hothouse Inc.||Atlanta, GA||Aug 2010 - Aug 2011||1|
|Blue Sky Advertising||Atlanta, GA||Feb 2010 - Jul 2010||< 1|
|Octagon Sports Marketing||Atlanta, GA||May 2009 - Dec 2009||< 1|
|Unemployed||Atlanta, GA||Mar 2009 - Apr 2009||< 1|
|Octagon Sports Marketing||Chicago, IL||Jan 2009 - Mar 2009||< 1|
|Full Time Student||Greenville, SC||Aug 2004 - Dec 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
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:
- Employer Dispute
Total Assets Under Management213MILLIONS
Total Number of Accounts426ACCOUNTS
Average Account Value$501,105
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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