Alexis Advisors

Alexis Advisors (CRD# 167075) is a financial advisory firm headquartered in Richmond, VA. They manage $21,451,535 in 137 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $156,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Alexis Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Roberta W. Keller
CRD#: 2356321
2821 Emerywood Parkway, Suite 202-a, Richmond, VA 23294
93
Wealthminder
score

Roberta Keller (CRD# 2356321) is an Investment Advisor Representative working at Alexis Advisors in Richmond, VA and has over 8 years of experience in the finance industry.

2
Paige A. Harland
CRD#: 6754039
5380 Twin Hickory Road, Suite 205, Glen Allen, VA 23059
87
Wealthminder
score

Paige Harland (CRD# 6754039) is an Investment Advisor Representative working at Alexis Advisors in Glen Allen, VA and has 1 year of experience in the finance industry.

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