Alexander Southe (CRD# 7826845) is an Investment Advisor Representative working at Edward Jones in Peoria, IL and has 1 year of experience in the finance industry.
CRD# 4746685
Rp Zeigler Investment Services
CRD# 1047258
Robert W. Baird & Company Incorporated
CRD# 3039582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Dec 2023 - Current | < 1 |
| Self-employed | Onarga, IL | May 2023 - Dec 2023 | < 1 |
| Unemployed | Galva, IL | Jun 2022 - Apr 2023 | < 1 |
| Stark County High School | Toulon, IL | Aug 2020 - May 2022 | 1 |
| Manteno High School | Manteno, IL | Jun 2019 - Aug 2020 | 1 |
| Urbana High School | Urbana, IL | Jan 2019 - May 2019 | < 1 |
| University Of Illinois At Urbana/champaign | Champaign, IL | Aug 2017 - May 2019 | 1 |
| Iroquois County | Onarga, IL | Jan 2017 - Aug 2017 | < 1 |
| Unemployed | Monticello, IL | Sep 2016 - Jan 2017 | < 1 |
| Monticello Police Department | Monticello, IL | Mar 2016 - Sep 2016 | < 1 |
| Onarga Academy | Onarga, IL | Nov 2015 - Mar 2016 | < 1 |
| Olivet Nazarene University | Bourbonnais, IL | May 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- IL
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, VI, VT, WA, WI, WV, WY
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