Keri Alcos, financial advisor Peoria AZ

Keri Alcos

CRD Number: 4280235
Current Firm: Themoneymd.com, LLC

Keri Alcos (CRD# 4280235) is an Investment Advisor Representative working at Themoneymd.com, LLC in Peoria, AZ and has over 15 years of experience in the finance industry.

Similar Advisors
Jane Chen, financial advisor Peoria AZ
Jane C. Chen
CRD# 5400841
Transamerica Financial Advisors, Inc.
Similar Advisors
George Henderson, financial advisor Peoria AZ
George T. Henderson
CRD# 6400364
Comerica Securities
Similar Advisors
Michael Abbate, financial advisor Peoria AZ
Michael J. Abbate
CRD# 4091287
Dynamic Wealth Partners, LLC
Company Name Location Dates Years
The Money Md Peoria, AZ Apr 2018 - Current 2
Unemployed Peoria, AZ Aug 2017 - Apr 2018 < 1
Kingdom Financial Group LLC Peoria, AZ Aug 2016 - Aug 2017 1
Fullerton Financial Planning Peoria, AZ Aug 2016 - Aug 2017 1
Charles Schwab & Company, Inc. Phoenix, AZ Jan 2015 - May 2016 1
Schwab Private Client Investment Advisory Inc. Phoenix, AZ Jan 2015 - May 2016 1
Mary Kay Inc. Dallas, TX Mar 2015 - Mar 2016 1
Beachbody, LLC Santa Monica, CA Jun 2014 - Mar 2016 1
Beachbody LLC Santa Monica, CA Jun 2014 - Mar 2016 1
Oneamerica Securities Scottsdale, AZ May 2014 - Jan 2015 < 1
Lia Sophia Wood Dale, IL Sep 2013 - May 2014 < 1
Xyngular Lehi, UT Jun 2012 - May 2014 1
Usaa Financial Advisors Inc. Phoenix, AZ Jan 2010 - Mar 2014 4
Usaa Financial Planning Services Phoenix, AZ Jan 2010 - Mar 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2005
S65 NASAA Investment Advisors Law Examination May 2006
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.

Get Details on the FINRA Advisor Check site
Contact Info for Keri A. Alcos
Phone Number: 888-858-4996
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $580,128
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, MT, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.