Alexander Means, financial advisor Greenville SC
90 score

Alexander Means

CRD Number: 5983148
Current Firm: Advantage Investment Management, LLC

Alexander Means (CRD# 5983148) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Greenville, SC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Advantage Investment Mgnt LLC Greenville, SC Jan 2016 - Current < 1
Lpl Financial LLC Greenville, SC Jan 2016 - Current < 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
Contact Info for Alexander M. Means
Phone Number: 319-366-7300
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    564
    MILLIONS
  • Total Number of Accounts
    3,956
    ACCOUNTS
  • Average Account Value
    $142,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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