Alexandra Harris, financial advisor Washington DC

Alexandra Harris

CRD Number: 6960517
Current Firm: Ubs Financial Services Inc.

Alexandra Harris (CRD# 6960517) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Washington, DC Oct 2022 - Current 1
Charles Schwab Washington, DC Jan 2022 - Oct 2022 < 1
Td Ameritrade Washington, DC Oct 2021 - Oct 2022 1
Td Ameritrade Reston, VA Mar 2020 - Oct 2021 1
Td Ameritrade Columbia, MD Jun 2019 - Mar 2020 < 1
Ubs Financial Services Wilmington, NC May 2018 - May 2019 1
University Of North Carolina Wilmington Wilmington, NC Aug 2015 - May 2019 3
Gpm Investments Wilmington, NC Dec 2017 - Apr 2018 < 1
Firethorne Country Club Waxhaw, NC May 2016 - Aug 2016 < 1
Autobell Car Wash Waxhaw, NC Aug 2013 - May 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Alexandra Harris
Phone Number: 201-352-3000
Registered State(s):
  • DC
  • VA
By the Numbers
  • Total Assets Under Management
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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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