Alexandra Kazanas (CRD# 7703506) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has 1 year of experience in the finance industry.
CRD# 7060484
Lpl Financial LLC
CRD# 1366957
Lpl Financial LLC
CRD# 2137572
Academy Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Disciplined Investors | Waco, TX | Feb 2023 - Current | 1 |
| Disciplined Investors | Waco, TX | Jun 2022 - Current | 1 |
| Community Bank & Trust | Waco, TX | Jun 2020 - Jun 2022 | 2 |
| Texas Tech University | Lubbock, TX | Aug 2016 - May 2020 | 3 |
| Texas Tech University | Lubbock, TX | Jul 2016 - May 2020 | 3 |
| Waco High School | Waco, TX | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- TX
-
Total Assets Under Management577MILLIONS
-
Total Number of Accounts1,378ACCOUNTS
-
Average Account Value$418,969
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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