Eric AlexanderCRD Number: 5724984
Current Firm: Oneamerica Securities, Inc.
Eric Alexander (CRD# 5724984) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Indianapolis, IN and has over 13 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Oneamerica Securities||Dallas, TX||Oct 2009 - Current||13|
|American United Life||Dallas, TX||Apr 2009 - Current||13|
|Personal Economics Group||Dallas, TX||Apr 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2009|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management219MILLIONS
Total Number of Accounts1,957ACCOUNTS
Average Account Value$112,030
- 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)
- Educational seminars/workshops
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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