Nicholas Alexander, financial advisor Indianapolis IN

Nicholas Alexander

CRD Number: 6386877
Current Firm: Charles Schwab & Company, Inc.

Nicholas Alexander (CRD# 6386877) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 9 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Charles Schwab & Company, Inc. Indianapolis, IN Aug 2014 - Current 9
Schwab Priviate Client Investment Advisory, Inc. Indianapolis, IN May 2016 - Aug 2022 6
Stallard & Associates, Inc. Indianpolis, IN Apr 2014 - Aug 2014 < 1
American Income Life Indianpolis, IN Feb 2014 - Apr 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Nicholas C. Alexander
Phone Number: 415-667-7000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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