Richard Alexander, financial advisor Mobile AL

Richard Alexander

CRD Number: 5798808
Current Firm: Eagle Strategies LLC

Richard Alexander (CRD# 5798808) is an Investment Advisor Representative working at Eagle Strategies LLC in Mobile, AL and has over 10 years of experience in the finance industry.

Similar Advisors
Horace Allen, financial advisor Mobile AL
Horace R. Allen
CRD# 1012439
Cadaret Grant & Co Inc.
Similar Advisors
Kent Amos, financial advisor Mobile AL
Kent E. Amos
CRD# 1420455
Kovack Advisors, Inc.
Similar Advisors
James Ankiewicz, financial advisor Mobile AL
James D. Ankiewicz
CRD# 6176448
Cetera Investment Advisers LLC
Company Name Location Dates Years
Alexander Financial Group LLC Mobile, AL Oct 2019 - Current 4
Eagle Strategies LLC Mobile, AL Mar 2016 - Current 8
Nylife Securities LLC Mobile, AL Jul 2013 - Current 10
New York Life Insurance Mobile, AL May 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for Richard T. Alexander
Phone Number: (888) 695-3245
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.