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AA

Alan L. Alexander

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CRD#: 1523960
AA

Professional summary


Alan Lavell Alexander was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Alan is a previously registered financial professional and started their career in finance in 1986. Prior to being barred, Alan had worked at 8 firms, which includes YOUNG STOVALL AND COMPANY, PRUDENTIAL EQUITY GROUP LLC, STUART COLEMAN & CO. INC., WELLS FARGO ADVISORS FINANCIAL NETWORK LLC, THE STUART-JAMES COMPANY INCORPORATED, U.S. ADVISORS INC., GRAYSTONE NASH INC., MORGAN STANLEY DW INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Al Alexander

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 17, 1994 - November 11, 1996

YOUNG, STOVALL AND COMPANY

BD
CRD#: 8121
MIAMI, FL
Past

July 17, 1991 - January 17, 1994

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

October 4, 1990 - July 15, 1991

STUART, COLEMAN & CO., INC.

BD
CRD#: 8642
NEW YORK, NY
Past

March 20, 1990 - October 8, 1990

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

May 24, 1989 - March 24, 1990

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO
Past

March 1, 1989 - May 24, 1989

U.S. ADVISORS, INC.

BD
CRD#: 10721
Past

December 16, 1987 - January 11, 1989

GRAYSTONE NASH, INC.

BD
CRD#: 10635
Past

July 23, 1986 - November 4, 1987

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/5/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


YS
YOUNG, STOVALL AND COMPANY
YOUNG, STOVALL & COMPANY | YOUNG, STOVALL AND COMPANY

CRD#: 8121 / SEC#: , 8-24512

BD
Terminated by SEC on 06/10/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 11/01/1979
Firm type
Other Types of Legal Formation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
YOUNG, ROARK AARONPRESIDENT704402
BUENO, HELEN STOVALLEXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER850626

Disclosures


Regulatory Event1
Arbitration3
Bond1

Red Flags


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Company Information


YOUNG, STOVALL AND COMPANY

CRD#: 8121

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