Carol Alexander, financial advisor Oklahoma City OK

Carol Alexander

CRD Number: 4241259
Current Firm: Retirement Investment Advisors Inc.

Carol Alexander (CRD# 4241259) is an Investment Advisor Representative working at Retirement Investment Advisors Inc. in Oklahoma City, OK and has over 20 years of experience in the finance industry. Carol 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
Retirement Investment Advisors, Inc. Oklahoma City, OK Mar 2003 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Carol Alexander
Phone Number: 405-842-3443
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    816
    MILLIONS
  • Total Number of Accounts
    1,218
    ACCOUNTS
  • Average Account Value
    $669,795
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IL, KS, LA, MO, OK, TX, VA, WA

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