AK
Alexander S. Koury
X ADVISORS
SANTA MARIA, CA 93455
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CRD#: 7978877
AK
Professional summary
Alexander Stewart Koury is a registered financial advisor currently at X ADVISORS, LLC located in Santa Maria, California and INDEPENDENT FINANCIAL GROUP, LLC located in Encino, California.
Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Alexander has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
ADVISOR ASSOCIATE POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2025 ADDRESS: 6345 Balboa Blvd. Building 1, Suite 100, Encino CA 91316, United States DESCRIPTION: Marketing DBA for marketing purposes X ADVISORS, LLC POSITION: Independent Contractor NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/01/2025 ADDRESS: 2646 Santa Maria Way #104, Santa Maria CA 93455, United States DESCRIPTION: Financial Advisor ASK INDEPENDENT LLC POSITION: Officer/Director NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: 926e Diablo Ave #440, Novato CA 94947, United States DESCRIPTION: I own and manage a consulting firm. I help friends with online media marketing.
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Stewart Koury's 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®
NoneExperience
Current
April 3, 2025 - Present
X ADVISORS, LLC
Office #1: 2646 Santa Maria Way Suite 104, Santa Maria, CA 93455RIA
CRD#: 315838
SANTA MARIA, CA
Current
September 29, 2025 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 6345 Balboa Blvd. Building 1 Suite 100, Encino, CA 91316RIA
BD
CRD#: 7717
ENCINO, CA
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".
XA
X ADVISORS, LLC
ADVISOR ASSOCIATED INC | X ADVISORS, LLC | AIM WEALTH MANAGEMENT
CRD#: 315838 / SEC#: 801-130931
RIA
Registered Investment Advisory firm - (8/16/2024 Approved)California
Registered Investment Advisory firm - (9/27/2024 Terminated)Texas
Registered Investment Advisory firm - (8/28/2024 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(4/3/2025)
RR
California(10/24/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/29/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
XA
X ADVISORS, LLC
ADVISOR ASSOCIATED INC | X ADVISORS, LLC | AIM WEALTH MANAGEMENT
CRD#: 315838 / SEC#: 801-130931
RIA
Registered Investment Advisory firm - (8/16/2024 Approved)California
Registered Investment Advisory firm - (9/27/2024 Terminated)Texas
Registered Investment Advisory firm - (8/28/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2646 Santa Maria Way Suite 104, Santa Maria, CA 93455
Mailing Address
Phone number
(805) 465-9232
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 572 |
| AUM (Assets Under Management) | $ 189,928,226 |
Red Flags
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Company Information
X ADVISORS, LLC
CRD#: 315838Santa Maria, CA 93455TRUST BUT VERIFY
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