Alex EoryCRD Number: 6226111
Current Firm: Private Advisor Group, LLC
Alex Eory (CRD# 6226111) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 2 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Lpl Financial, LLC||East Lansing, MI||Jul 2019 - Current||2|
|Private Advisor Group||East Lansing, MI||Jun 2019 - Current||2|
|Eric Waggoner||East Lansing, MI||Dec 2018 - Current||3|
|Northwestern Mutual Investment Services LLC||East Lansing, MI||Dec 2018 - Jun 2019||< 1|
|Eric Waggoner||East Lansing, MI||Oct 2018 - Dec 2018||< 1|
|The Standard Bistro||Ann Arbor, MI||Jan 2018 - Oct 2018||< 1|
|Yardhouse||Seattle, WA||Jun 2015 - Jan 2018||2|
|Yardhouse||Scottsdale, AZ||Dec 2013 - Jun 2015||1|
|City Of Tempe||Tempe, AZ||Apr 2013 - May 2015||2|
|Mass Mutual Life Insurance Company||Springfield, MA||Aug 2013 - Nov 2013||< 1|
|Mml Distributors LLC||Phoenix, AZ||Aug 2013 - Nov 2013||< 1|
|Mml Investors Services LLC||Phoenix, AZ||Aug 2013 - Nov 2013||< 1|
|Kona Grill||Chandler, AZ||Oct 2012 - Aug 2013||< 1|
|Unemployed||Phoenix, AZ||Aug 2012 - Oct 2012||< 1|
|The Brown Jug||Ann Arbor, MI||Sep 2011 - Aug 2012||< 1|
|Bds Mongolian Grill||Ann Arbor, MI||Aug 2008 - Aug 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2019|
|S65||NASAA Investment Advisors Law Examination||Oct 2019|
Total Assets Under Management30,086MILLIONS
Total Number of Accounts103,826ACCOUNTS
Average Account Value$289,775
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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