How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Jeffrey

ADVISOR PROFILE

1) ALEXANDER FINANCIAL SERVICES (OBA). SOLE PROPRIETORSHIP. OWNER/SHAREHOLDER. INCIDENTAL TAX ADVICE, FIXED INSURANCE, INVESTMENT & ADVISORY SERVICES & NOTARY SERVICES. DUTIES: INVESTMENT & INSURANCE SALES & INSURANCE. TIME DEVOTED: >60%. ANNUAL INCOME: >60%. DATE ESTABLISHED: 9/1/1973. 2) ALEXANDER FINANCIAL SERVICES (DBA). SOLE PROPRIETORSHIP. OWNER/SHAREHOLDER. INCIDENTAL TAX ADVICE, FIXED INSURANCE, INVESTMENT & ADVISORY. DUTIES: INVESTMENT & INSURANCE SALES & INSURANCE. TIME DEVOTED: >60%. ANNUAL INCOME: >60%. DATE ESTABLISHED: 9/1/1973. 3) CUMMING LANE LAND DEVELOPMENT. PARTNERSHIP. OWNER OF VACANT LAND - WITH SISTER AND CLIENT: TOM BRECKLIN. DUTIES: ACCOUNTING FOR INCOME & EXPENSES.TIME DEVOTED: 1-20%. ANNUAL INCOME: 0%. DATE ESTABLISHED: 1998 (NO SPECIFIC DATE GIVEN). 4) SALVATION ARMY ADVISORY BOARD (HEARTLAND DIVISION) - 501(C)3. ON BOARD OF DIRECTORS. DUTIES: ATTENT MONTHLY MEETINGS, PARTICIPATE IN CHARITABLE EVENTS. TIME DEVOTED: 1-20%. ANNUAL INCOME: 0%. DATE ESTABLISHED: 2004 (NO SPECIFIC DATE GIVEN). 5) WASHINGTON TOWNSHIP UNITED FUND (501(C)10). PRESIDENT-BOARD OF DIRECTORS. DUTIES: CONDUCT QUARTERLY MEETINGS, PUBLIC RELATIONS/MARKETING. TIME DEVOTED: 1-20%. ANNUAL INCOME: 0%. DATE ESTABLISHED: 1978 (NO SPECIFIC DATE GIVEN).

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Jeffrey L Alexander

Experience: 50 years / 12 firms

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