Alexander PeloquinCRD Number: 6728541
Current Firm: Oneascent Financial Services LLC
Alexander Peloquin (CRD# 6728541) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Kennewick, WA and has over 2 years of experience in the finance industry.
Cuna Brokerage Services, Inc.
Commonwealth Financial Network
|Oneascent Financial Services, LLC||Birmingham, AL||Mar 2021 - Current||< 1|
|Purshe Kaplan Sterling Investments||Albany, NY||Mar 2021 - Current||< 1|
|Elemsa LLC||Kennewick, WA||Sep 2018 - Current||3|
|Waddell And Reed, Inc.||Kennewick, WA||Sep 2018 - Mar 2021||2|
|Washington River Protection Solutions||Richland, WA||Jun 2018 - Aug 2018||< 1|
|Unemployed||West Richland, WA||Sep 2017 - Jun 2018||< 1|
|Washington River Protection Solutions||Richland, WA||Jun 2017 - Sep 2017||< 1|
|Unemployed||West Richland, WA||Dec 2016 - Jun 2017||< 1|
|Northwestern Mutual Investment Services, LLC||Kennewick, WA||Nov 2016 - Dec 2016||< 1|
|Unemployed||West Richland, WA||Jul 2016 - Nov 2016||< 1|
|Personal Lawn Business||West Richland, WA||Jun 2010 - Jul 2016||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management217MILLIONS
Total Number of Accounts1,187ACCOUNTS
Average Account Value$182,599
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AL, CA, CO, FL, GA, ID, IN, MA, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI, WY
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