Alexander C. Voorhees

RESTON WEALTH MANAGEMENT

RESTON, VA 20190

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CRD#: 6153993

Professional summary

Alexander Coerte Voorhees, CFP®, who also goes by Alex Voorhees, is a registered financial advisor currently at RESTON WEALTH MANAGEMENT located in Reston, Virginia.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Alexander has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Voorhees

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.

1. 01/2017 - RESTON WEALTH MANAGEMENT, LLC - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION - Will use for term insurance, long-term care insurance, health and disability insurance - 5% TIME SPENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Coerte Voorhees's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

October 30, 2014 - Present

RESTON WEALTH MANAGEMENT

Office #1: 1984 Isaac Newton Square West Suite 107, Reston, VA 20190

RIA

CRD#: 148816

RESTON, VA

Past

June 12, 2014 - January 6, 2017

LPL FINANCIAL LLC

CRD#: 6413

RESTON, VA

Past

October 28, 2013 - May 5, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NEWPORT NEWS, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RESTON WEALTH MANAGEMENT

RESTON WEALTH MANAGEMENT | TUCKER, ROBERT EUGENE | RESTON WEALTH MANAGEMENT, LLC.

CRD#: 148816 / SEC#: 801-70555

RIA

Registered Investment Advisory firm - (9/10/2009 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(10/30/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/22/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/26/2013

General Securities Representative Examination

Current Firm

RESTON WEALTH MANAGEMENT

RESTON WEALTH MANAGEMENT | TUCKER, ROBERT EUGENE | RESTON WEALTH MANAGEMENT, LLC.

CRD#: 148816 / SEC#: 801-70555

RIA

Registered Investment Advisory firm - (9/10/2009 Approved)

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Contact information

Main Address

1984 Isaac Newton Square West Suite 107, Reston, VA 20190-5039

Mailing Address

Phone number

(703) 481-2280

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RWM FORM ADV PART 2 - DISCLOSURE BROCHURE MARCH 2024 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	473
AUM (Assets Under Management)	$ 477,096,308

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Alexander C. Voorhees

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Coerte Voorhees's CRS (Customer Relationship Summary).

Certified licenses

Experience

RESTON WEALTH MANAGEMENT

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

RESTON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2014

SIE

Date: 1/6/2017

Series 7

Date: 10/26/2013

Current Firm

RESTON WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RESTON WEALTH MANAGEMENT

TRUST BUT VERIFY

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