Keri AlcosCRD 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.
Transamerica Financial Advisors, Inc.
Dynamic Wealth Partners, LLC
|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|
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
Total Assets Under Management19MILLIONS
Total Number of Accounts33ACCOUNTS
Average Account Value$580,128
- A percentage of assets under your management
- 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)
AZ, MT, TX
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