Alexa Kane, financial advisor Flint MI

Alexa Kane

CRD Number: 5970103
Current Firm: Stephens Consulting, LLC

Alexa Kane (CRD# 5970103) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 10 years of experience in the finance industry. Alexa Kane 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.

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Professional Designations
Company Name Location Dates Years
Stephens Consulting, LLC Dexter, MI Oct 2021 - Current 2
Raymond James Financial Services Advsiors, Inc. Dexter, MI Sep 2020 - Oct 2021 1
Raymond James Financial Services, Inc. Dexter, MI Sep 2014 - Oct 2021 7
Mercer Global Advisors Greenwood Village, CO Jul 2020 - Sep 2020 < 1
M.j. Smith & Associates Greenwood Village, CO Aug 2014 - Jun 2020 5
Unemployed Greenwood Village, CO Jun 2014 - Aug 2014 < 1
Northside Kitchen Avon, CO Mar 2013 - May 2014 1
Eagle Valley Investments Eagle, CO Mar 2013 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Alexa J. Kane
Phone Number: 810-732-7411
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    918
    MILLIONS
  • Total Number of Accounts
    2,879
    ACCOUNTS
  • Average Account Value
    $319,010
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, GA, IL, IN, MA, MI, MO, NC, NE, NH, NJ, NY, OH, TX, VA

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