Alexander Whitehouse, financial advisor Vancouver WA
98 score

Alexander Whitehouse

CRD Number: 4558176
Current Firm: Cetera Advisor Networks LLC

Alexander Whitehouse (CRD# 4558176) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Vancouver, WA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors Network El Segundo, CA Jan 2013 - Current 3
John Hancock Distributors LLC Boston, MA Dec 2011 - Dec 2012 1
John Hancock Advisers, LLC Boston, MA Dec 2008 - Dec 2012 4
Mfc Global Investment Management (u.s.), LLC Boston, MA Dec 2008 - Dec 2012 4
John Hancock Funds Boston, MA Oct 2005 - Dec 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Alexander D. Whitehouse
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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