Bret Alexander (CRD# 6914107) is an Investment Advisor Representative working at Mml Investors Services, LLC in Monroe, NC and has over 5 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Monroe, NC | Aug 2018 - Current | 5 |
| Mass Mutual Life Insurance Co | Monroe, NC | Apr 2017 - Current | 7 |
| Intuitive Compensation Group | Charlotte, NC | Jan 2018 - Jul 2020 | 2 |
| Southern Tier Brewing Company | Lakewood, NY | Aug 2017 - Feb 2019 | 1 |
| Cabarrus County Sheriffs Office | Concord, NC | Jul 2014 - Jul 2017 | 3 |
| Groupworks LLC | Erie, PA | Apr 2010 - Jul 2014 | 4 |
| Erie County Adult Probation/parole | Erie, PA | Sep 2008 - Jul 2014 | 5 |
| Ymca Of Greater Erie | Erie, PA | Apr 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- NC
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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