Bryan Alexander, financial advisor Portland IN

Bryan Alexander

CRD Number: 2293786
Current Firm: Capital Cities Investments

Bryan Alexander (CRD# 2293786) is an Investment Advisor Representative working at Capital Cities Investments in Portland, IN and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA May 2005 - Current 14
Capital Cities Investments Portland, IN Mar 1995 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1992
S65 NASAA Investment Advisors Law Examination Jun 2000
Contact Info for Bryan K. Alexander
Phone Number: 317-475-4500
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    155
    MILLIONS
  • Total Number of Accounts
    1,185
    ACCOUNTS
  • Average Account Value
    $131,210
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
  • Pension consulting services
Types of Clients
Registered States

CO, FL, IL, IN, LA, NH, NY, TX, VA, VT

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

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