Alexandra WilsonCRD Number: 6002451
Current Firm: Strategic Advisers, Inc.
Alexandra Wilson (CRD# 6002451) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Brokerage Services LLC||American Fork, UT||Nov 2011 - Current||5|
|Bath And Body Works||West Jordan, UT||Jul 2010 - Nov 2011||1|
|Target||South Jordan, UT||Aug 2009 - Jul 2010||< 1|
|Unemployed||Pleasant Grove, UT||Mar 2009 - Aug 2009||< 1|
|Gymboree||Provo, UT||May 2007 - Mar 2009||1|
|Shopko||Provo, UT||Nov 2002 - May 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2012|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV