Alexis Herman (CRD# 6078853) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenwood Village, CO and has over 10 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Greenwood Village, CO | Jun 2021 - Current | 3 |
| Crux Wealth Advisors | Long Beach, CA | Jun 2021 - Current | 3 |
| Raymond James Financial Services Advisor | Greenwood Village, CO | Jun 2021 - Current | 3 |
| Herman Properties LLC | Denver, CO | Aug 2007 - Current | 16 |
| Presidential Brokerage, Inc. | Greenwood Village, CO | Jul 2014 - Jun 2021 | 6 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jul 2012 - Jul 2014 | 2 |
| Northwestern Mutual Investment Services LLC | Denver, CO | Jul 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- CO
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- 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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