Alec Finn (CRD# 7870844) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Minneapolis, MN and has 1 year of experience in the finance industry.
CRD# 1506077
Abens Financial Services Inc.
CRD# 6049600
Abens Financial Services Inc.
CRD# 2773901
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Oxford Financial Group, Ltd. | Carmel, IN | Apr 2021 - Current | 3 |
Srs Acquiom | Minneapolis, MN | Nov 2020 - Mar 2021 | < 1 |
Unemployed | Minneapolis, MN | Apr 2020 - Oct 2020 | < 1 |
Srs Acquiom | Minneapolis, MN | Aug 2019 - Apr 2020 | < 1 |
Us Bank | Minneapolis, MN | Jul 2017 - Aug 2019 | 2 |
Us Navy | Minneapolis, MN | Jan 2011 - Jan 2019 | 8 |
Us Bank | St. Paul, MN | Jan 2016 - Jul 2017 | 1 |
Hoigaards | St. Louis Park, MN | Aug 2013 - Apr 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- MN
-
Total Assets Under Management18,201MILLIONS
-
Total Number of Accounts6,270ACCOUNTS
-
Average Account Value$2,902,880
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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)
AZ, CA, DC, DE, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, NC, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
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