Alexandra Garden, financial advisor Overland Park KS

Alexandra Garden

CRD Number: 5375525
Current Firm: Pcg Wealth Management

Alexandra Garden (CRD# 5375525) is an Investment Advisor Representative working at Pcg Wealth Management in Overland Park, KS and has over 12 years of experience in the finance industry. Alexandra Garden 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.

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Professional Designations
Company Name Location Dates Years
Pcg Wealth Advisors, Llc (dba: Pcg Wealth Management) Overland Park, KS Mar 2018 - Current 6
Lpl Financial, LLC Overland Park, KS Jan 2017 - Current 7
Alexandra Kurth Blue Springs, MO Jun 2016 - Current 7
Alexandra Kurth Properties LLC Leawood, KS Jun 2016 - Current 7
Alexandra Kurth And Associates LLC Lees Summit, MO Jun 2013 - Current 10
Pcg Wealth Advisors, Llc (dba: Pcg Wealth Management) Overland Park, KS Jan 2018 - Mar 2018 < 1
V Wealth Advisors LLC Overland Park, KS Jan 2017 - Dec 2017 < 1
Various Insurance Carriers For W & R Insurance Agencies Leawood, KS Jul 2011 - Dec 2016 5
Waddell & Reed Inc. Leawood, KS May 2011 - Dec 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Alexandra K. Garden
Phone Number: (913) 323-3112
Firm Website: http://pcgstrategies.com
Registered State(s):
  • KS
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    4,174
    ACCOUNTS
  • Average Account Value
    $159,528
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AR, AZ, CA, CO, FL, IL, IN, KS, KY, MO, NC, NE, NH, OK, PA, SC, TN, TX, WA, WI

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