Alexander AdlerCRD Number: 4572907
Current Firm: Bb&t Securities, LLC
Alexander Adler (CRD# 4572907) is an Investment Advisor Representative working at Bb&t Securities, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.
Prospera Financial Services, Inc.
Lpl Financial LLC
Dalton Financial LLC
|Bb&t||Columbia, MD||Jan 2019 - Current||1|
|Bb&t Securities, LLC||Richmond, VA||Jan 2018 - Current||2|
|Bbtis||Charlotte, NC||Oct 2015 - Current||4|
|Hga Financial||Elkridge, MD||Aug 2011 - Current||8|
|Bb&t||Columbia, MD||Sep 2015 - Jan 2019||3|
|New York Life Insurance Company||Bethesda, MD||Jul 2003 - Jun 2014||10|
|Nylife Securites||Bethesda, MD||Jul 2003 - Jun 2014||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
|S65||NASAA Investment Advisors Law Examination||Oct 2015|
Total Assets Under Management20,257MILLIONS
Total Number of Accounts56,514ACCOUNTS
Average Account Value$358,445
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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