Brett Alexander (CRD# 2641729) is an Investment Advisor Representative working at Cash Flow Investment Services LLC in Ogden, UT and has 1 year of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 2851331
Fidelity Personal And Workplace Advisors
CRD# 1260613
Stratos Wealth Partners, Ltd
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cash Flow Investment Services | Ogden, UT | Jul 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- AZ
- CO
- UT
-
Total Assets Under Management90MILLIONS
-
Total Number of Accounts230ACCOUNTS
-
Average Account Value$390,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CO, UT
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