Alexis Mumford (CRD# 7643754) is an Investment Advisor Representative working at Edward Jones in Salisbury, MD and has 1 year of experience in the finance industry.
CRD# 6005366
Edward Jones
CRD# 6118139
Eagle Strategies LLC
CRD# 5739173
Ballast Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Oct 2022 - Current | 1 |
| Becker Morgan Group, Inc. | Salisbury, MD | Jun 2018 - Oct 2022 | 4 |
| Perdue Farms | Salisbury, MD | Jun 2015 - Aug 2022 | 7 |
| The Atlantic Hotel | Berlin, MD | Jul 2020 - Jun 2022 | 1 |
| Salisbury University | Salisbury, MD | Jun 2016 - Jun 2018 | 2 |
| The Angler Restaurant | Ocean City, MD | Jun 2013 - Sep 2017 | 4 |
| Canisius College | Buffalo, NY | Sep 2012 - Aug 2016 | 3 |
| New Era Cap | Buffalo, NY | Sep 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- MD
- TX
-
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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