Alexander Peloquin (CRD# 6728541) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Kennewick, WA and has over 5 years of experience in the finance industry.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oneascent Financial Services, LLC | Birmingham, AL | Mar 2021 - Current | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2021 - Current | 3 |
| Elemsa LLC | Kennewick, WA | Sep 2018 - Current | 5 |
| 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 |
- WA
-
Total Assets Under Management1,789MILLIONS
-
Total Number of Accounts7,877ACCOUNTS
-
Average Account Value$227,072
- 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
- Other
AL, AZ, CA, CO, DE, FL, GA, ID, IL, IN, MA, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY
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