Kevin Alexander, financial advisor Christiansburg VA
93 score

Kevin Alexander

CRD Number: 3081345
Current Firm: Capital Retirement Planning, LLC

Kevin Alexander (CRD# 3081345) is an Investment Advisor Representative working at Capital Retirement Planning, LLC in Christiansburg, VA and has over 19 years of experience in the finance industry.

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Partners In Financial Planning, LLC
Company Name Location Dates Years
Capital Retirement Planning, LLC Christiansburg, VA Oct 2017 - Current < 1
Kevin D. Alexander, Inc. Christiansburg, VA Oct 2005 - Current 12
Creative Financial Designs Inc. Kokomo, IN Jan 2013 - Dec 2016 3
Alexander Advisory Services, LLC Christianaburg, VA Apr 2012 - Dec 2012 < 1
Cfd Investments, Inc. Kokomo, IN Jul 2011 - Sep 2011 < 1
Southeast Investments, N.c., Inc. Charlotte, NC Feb 2006 - Jun 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Kevin D. Alexander
Phone Number: 512-310-0202
Registered State(s):
  • TN
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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