Alexander Izmailov (CRD# 5241152) is an Investment Advisor Representative working at Mariner Independent in Danville, CA and has over 17 years of experience in the finance industry.
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2055289
Powering Your Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Wealth Advisors Group LLC | San Ramon, CA | May 2021 - Current | 3 |
| Lpl Financial, LLC | San Ramon, CA | Apr 2021 - Current | 3 |
| Insight Wealth Strategies, LLC | San Ramon, CA | Apr 2018 - Apr 2021 | 3 |
| Mutual Securities, Inc. | Camarillo, CA | Apr 2018 - Jun 2020 | 2 |
| Lincoln Financial Advisors | San Ramon, CA | Feb 2013 - Apr 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- CA
-
Total Assets Under Management8,147MILLIONS
-
Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- A percentage of assets under your management
- Hourly charges
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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