Annette Alexander, financial advisor Portland IN

Annette Alexander

CRD Number: 4128137
Current Firm: Raymond James & Associates, Inc.

Annette Alexander (CRD# 4128137) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portland, IN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Portland, IN Nov 1999 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S65 NASAA Investment Advisors Law Examination Aug 2002
Contact Info for Annette R. Alexander
Phone Number: 727-567-1000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    176,057
    MILLIONS
  • Total Number of Accounts
    591,180
    ACCOUNTS
  • Average Account Value
    $297,807
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, VI, VT, WA, WI, WV

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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