Richard AlexanderCRD Number: 4497783
Current Firm: Steward Partners Investment Advisory, LLC
Richard Alexander (CRD# 4497783) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 21 years of experience in the finance industry.
Financial Life Focus, LLC
|Steward Partners Investment Solutions, LLC||Hendersonville, NC||Jun 2022 - Current||1|
|Steward Partners Investment Advisory, LLC||Hendersonville, NC||Jun 2022 - Current||1|
|Steward Partners Global Advisory, LLC||Hendersonville, NC||Jun 2022 - Current||1|
|Bank Of America, N.a.||Hendersonville, NC||Jun 2018 - Jun 2022||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hendersonville, NC||May 2018 - Jun 2022||4|
|Valmark Securities, Inc.||Akron, OH||Dec 2013 - Mar 2018||4|
|Wells Fargo Advisors LLC||Hendersonville, NC||Jun 2012 - Dec 2013||1|
|Wells Fargo Bank Na||Hendersonville, NC||May 2012 - Dec 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2018|
Total Assets Under Management12,169MILLIONS
Total Number of Accounts27,637ACCOUNTS
Average Account Value$440,314
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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