Cedric Alexander, financial advisor Oakland CA
84 score

Cedric Alexander

CRD Number: 1172994
Current Firm: H.d. Vest Advisory Services, Inc.

Cedric Alexander (CRD# 1172994) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Oakland, CA and has over 25 years of experience in the finance industry. Cedric Alexander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hd Vest Investment Services Emeryville, TX Jun 2009 - Current 7
Hd Vest Insurance Services Irving, TX Jun 2009 - Current 7
Cedric V. Alexander, Ea,cfp Emeryville, CA Dec 2007 - Current 9
African Methodist Episcopal Church Emeryville, CA Nov 2004 - Current 12
Questar Asset Management Ann Arbor, MI Jul 2006 - Nov 2007 1
Questar Capital Corp. Ann Arbor, MI May 2006 - Nov 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
S65 NASAA Investment Advisors Law Examination Aug 1991
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Cedric V. Alexander
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
84

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