Kevin D. Alexander
Professional summary
Kevin Dale Alexander is a registered financial advisor currently at ALEXANDER ADVISORY SERVICES, LLC located in Knoxville, Tennessee.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kevin has worked at 9 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Dale Alexander's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 12, 2019 - Present
ALEXANDER ADVISORY SERVICES, LLC
Office #1: 810 Clinch Ave 7th Floor, Knoxville, TN 37902November 8, 2017 - September 16, 2019
CAPITAL RETIREMENT PLANNING, LLC
January 2, 2013 - December 31, 2016
CREATIVE FINANCIAL DESIGNS, INC.
May 14, 2012 - December 31, 2012
ALEXANDER ADVISORY SERVICES, LLC
July 13, 2011 - August 10, 2011
CFD INVESTMENTS, INC.
February 1, 2006 - June 10, 2011
SOUTHEAST INVESTMENTS, N.C., INC.
February 11, 2002 - January 23, 2006
EQUITY SERVICES, INC.
January 27, 2000 - January 30, 2002
METROPOLITAN LIFE INSURANCE COMPANY
January 27, 2000 - January 30, 2002
MSI FINANCIAL SERVICES, INC.
July 7, 1998 - January 10, 2000
EQUITY SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/16/2022)
(9/12/2019)
(9/17/2019)
Exams
Current Firm
ALEXANDER ADVISORY SERVICES, LLC
CRD#: 304392 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 188 |
| AUM (Assets Under Management) | $ 7,650,000 |
Red Flags
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