Cedric Alexander (CRD# 1172994) is an Investment Advisor Representative working at Avantax Advisory Services in Bowie, MD and has over 31 years of experience in the finance industry. Cedric Alexander 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
| Company Name | Location | Dates | Years |
|---|---|---|---|
| H&r Block | Kansas City, MO | Oct 2022 - Current | < 1 |
| Avantax Insurance Agency, LLC | Bowie, MD | Nov 2019 - Current | 3 |
| Avantax Investment Services, Inc. | Bowie, MD | Nov 2019 - Current | 3 |
| Avantax Advisory Services | Bowie, MD | Nov 2019 - Current | 3 |
| Tax Financial, LLC | Oakland, CA | Dec 2007 - Current | 15 |
| African Methodist Episcopal Church, Incorporated | San Pablo, CA | Nov 2004 - Current | 18 |
| Hd Vest Insurance Agency, LLC | Irving, TX | Sep 2014 - Nov 2018 | 4 |
| Hd Vest Investment Services | Emeryville, CA | Jun 2009 - May 2018 | 8 |
| Hd Vest Advisory Services, Inc. | Emmeryville, CA | Jun 2009 - May 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1991 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MD
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Total Assets Under Management30,968MILLIONS
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Total Number of Accounts123,393ACCOUNTS
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Average Account Value$250,972
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
- Other
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