Dustin Alexander (CRD# 4701460) is an Investment Advisor Representative working at Independent Financial Partners in Oregon, OH and has over 14 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | Oregon, OH | May 2019 - Current | 4 |
| Independent Financial Partners | Oregon, OH | Nov 2017 - Current | 6 |
| Stirling Capital | Oregon, OH | Jul 2013 - Current | 10 |
| Lpl Financial LLC | Oregon, OH | Nov 2017 - May 2019 | 1 |
| Voya Financial Advisors | Oregon, OH | Sep 2014 - Nov 2017 | 3 |
| Ing Financial Partners | Oregon, OH | May 2006 - Sep 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- CA
- FL
- GA
- IN
- KY
- MI
- NC
- OH
- OR
- TX
- VA
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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