Alex KarkeekCRD Number: 5935944
Current Firm: Cassaday & Co Inc.
Alex Karkeek (CRD# 5935944) is an Investment Advisor Representative working at Cassaday & Co Inc. in Mclean, VA and has over 5 years of experience in the finance industry. Alex Karkeek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Cassaday And Company||Mclean, VA||Jun 2011 - Current||6|
|Radford University||Radford, VA||Aug 2007 - May 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management1,828MILLIONS
Total Number of Accounts4,486ACCOUNTS
Average Account Value$407,564
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MN, NC, NJ, NY, OR, PA, SC, TN, TX, VA, WV