Alexis Advisors

Alexis Advisors (CRD# 167075) is a financial advisory firm headquartered in Richmond, VA. They manage $52,877,463 in 240 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 7013, Richmond, VA 23221
https://www.instagram.com/alexisadvisors/
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $220,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Alexis Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Paige Harland, financial advisor Glen Allen VA
Paige A. Harland
CRD#: 6754039
5380 Twin Hickory Road, Suite 205, Glen Allen, VA 23059

Paige Harland (CRD# 6754039) is an Investment Advisor Representative working at Alexis Advisors in Glen Allen, VA and has over 7 years of experience in the finance industry.

2
Roberta Keller, financial advisor Richmond VA
Roberta W. Keller
CRD#: 2356321
Richmond, VA

Roberta Keller (CRD# 2356321) is an Investment Advisor Representative working at Alexis Advisors in Richmond, VA and has over 14 years of experience in the finance industry.

3
Samantha Vicchiarelli, financial advisor Hayes VA
Samantha L. Vicchiarelli
CRD#: 6580491
Hayes, VA

Samantha Vicchiarelli (CRD# 6580491) is an Investment Advisor Representative working at Alexis Advisors in Hayes, VA and has over 7 years of experience in the finance industry.

4
Jennifer Spicer, financial advisor Richmond VA
Jennifer Spicer
CRD#: 7395377
2821 Emerywood Parkway, Suite 202-a, Richmond, VA 23294

Jennifer Spicer (CRD# 7395377) is an Investment Advisor Representative working at Alexis Advisors in Richmond, VA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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