Alexis Howard (CRD# 7371607) is an Investment Advisor Representative working at Mariner Wealth in Emeryville, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Mariner Wealth Advisors | Emeryville, CA | Dec 2021 - Current | 2 |
Financially Brave, LLC | San Francisco, CA | Oct 2019 - Current | 4 |
Savant Investment Group, LLC | Oakland, CA | Apr 2021 - Dec 2021 | < 1 |
Robasciotti & Philipson | San Francisco, CA | Feb 2019 - Oct 2019 | < 1 |
Strada Investment Group | San Francisco, CA | Feb 2018 - Jan 2019 | < 1 |
Sfrent | San Francisco, CA | Oct 2017 - Feb 2018 | < 1 |
Park Merced | San Francisco, CA | May 2015 - Sep 2017 | 2 |
San Francisco State University | San Francisco, CA | Jun 2012 - Aug 2017 | 5 |
Split Bread | San Francisco, CA | Apr 2015 - May 2015 | < 1 |
Ann Taylor | San Francisco, CA | Nov 2014 - Apr 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- CA
-
Total Assets Under Management81,107MILLIONS
-
Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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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