Alphonse AlexandreCRD Number: 2442932
Current Firm: Fidelity Personal And Workplace Advisors
Alphonse Alexandre (CRD# 2442932) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 17 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Global Retirement Partners LLC
|Fidelity Investments||Larkspur, CA||Apr 2021 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Inc.||San Mateo, CA||Feb 2018 - Apr 2021||3|
|Merrill Lynch, Pierce, Fenner & Smith Inc.||San Mateo, CA||Aug 2011 - Feb 2018||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2006|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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