Roy AlexanderCRD Number: 4313613
Current Firm: Capitol Securities Management, Inc.
Roy Alexander (CRD# 4313613) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Springfield, VA and has over 23 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Capitol Securities||Mclean, VA||Nov 2000 - Current||22|
|Roy Alexander, C.p.a., P.c.||Springfield, VA||Aug 1981 - Current||41|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management1,286MILLIONS
Total Number of Accounts3,202ACCOUNTS
Average Account Value$401,608
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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