Alexander Marcus (CRD# 7411029) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has 1 year of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascensus | Dresher, PA | Jul 2023 - Current | < 1 |
| Newport Group Consulting, Inc. | Lake Mary, FL | Nov 2022 - Current | 1 |
| Newport Group Securities, Inc. | Lake Mary, FL | Nov 2022 - Sep 2023 | < 1 |
| Newport Group Inc. | Dresher, PA | Nov 2022 - Sep 2023 | < 1 |
| Triad Advisors | Norcross, GA | Aug 2022 - Oct 2022 | < 1 |
| J.p. Morgan Securities LLC | Orlando, FL | Jul 2021 - Jun 2022 | < 1 |
| Jpmorgan Chase Bank, N.a. | Orlando, FL | Apr 2019 - Jun 2021 | 2 |
| Florida Atlantic University | Boca Raton, FL | May 2015 - Aug 2019 | 4 |
| Country Club Of Coral Springs | Coral Springs, FL | May 2016 - Aug 2017 | 1 |
| Unemployed | Coral Springs, FL | Jul 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
| S63 | Uniform Securities State Law Examination | Dec 2022 |
- FL
-
Total Assets Under Management2,560MILLIONS
-
Total Number of Accounts706ACCOUNTS
-
Average Account Value$3,626,068
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.