Alexander Nalle is a registered investment advisor at Wells Fargo Advisors, based in Conshohocken, PA, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
One Fayette Street, Two Tower Bridge, Suite 140, Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander has several business activities, including partial ownership in Windy Willows, LLC (vacation property rental) and Oak Wealth Management LLC. He also has 100% ownership in OWM1 INC and serves as co-trustee for Oak Wealth Management 401K PSP, dedicating full-time hours to these activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Credit Suisse Securities (USA) LLCBroker
Credit Suisse Securities (USA) LLC
Donaldson Lufkin & Jenrette Securities Corporation
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Philadelphia Investors, LTD.Broker
State Registrations16 states
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