Alphonse Alexandre, financial advisor Larkspur CA

Alphonse Alexandre

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Alphonse Alexandre
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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