Mark Alexander (CRD# 2677359) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vineyard Haven, MA and has over 28 years of experience in the finance industry.
CRD# 2154550
Barry Investment Advisors, LLC
CRD# 1915639
Sage Wealth Advisors LLC
CRD# 5029299
Martha's Vineyard Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Vineyard Haven, MA | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Vineyard Haven, MA | Aug 2018 - Mar 2020 | 1 |
| Investment Professionals, Inc. | Vineyard Haven, MA | Sep 2009 - Aug 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1996 |
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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