Alexander Peloquin, financial advisor Kennewick WA

Alexander Peloquin

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Alexander G. Peloquin
Phone Number: 205-313-9142
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    217
    MILLIONS
  • Total Number of Accounts
    1,187
    ACCOUNTS
  • Average Account Value
    $182,599
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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