Alexandria CrissCRD Number: 6209364
Current Firm: Financial Insights Inc.
Alexandria Criss (CRD# 6209364) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has 1 year of experience in the finance industry. Alexandria Criss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Byrne & Company Wealth Management, LLC
Northern Lights Advisors, Inc.
Kutscher Rhodes & Benner, Inc.
|Financial Insights, Inc.||Tacoma, WA||Jan 2010 - Current||6|
|Morton Theatre||Athens, GA||Sep 2008 - Dec 2009||1|
|Financial Insights, Inc.||Tacoma, WA||Aug 2007 - Aug 2008||1|
|Pacific Lutheran University||Tacoma, WA||Aug 2003 - May 2007||3|
Total Assets Under Management247MILLIONS
Total Number of Accounts993ACCOUNTS
Average Account Value$248,443
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, HI, NH, TX, WA