George Alexander
George Alexander is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in San Diego, CA, with 43 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
3570 Carmel Mountain Road, Ste 150, San Diego, CA, 92130
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George provides investment advisory services through Kestra Advisory Services, LLC, potentially dedicating full-time hours. He also refers clients to Falcon West Insurance Brokers and receives a portion of the compensation, dedicating minimal time, and owns Showley, Archambault, Alexander and George Alexander Insurance Services, Inc., spending nearly full-time and about half his time respectively, selling and servicing insurance products.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Ifg Russell Advisors INC
NFP Advisor Services, LLC
Fortis Investors, INC.Broker
Manequity, INC.Broker
Pruco Securities CorporationBroker
G. R. Phelps & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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