BA
BA

Bryan Keith Alexander

33 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

1 West High Street, P.O. Box 801, Portland, IN, 47371

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bryan works full-time as an IAR for Capital Cities Investments, offering fee-based advice and asset management. He also owns Alexander Properties, LLC, which is currently empty, serves as Exalted Ruler for the Portland Elks Lodge, and is a member of the Jay County Indiana Council.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
November 2023 - Present · 2 yrs 3 mos
Capital Cities Investments
July 1996 - Present · 29 yrs 7 mos
Previous Registrations
Triad Advisors LLCBroker
May 2005 - November 2023 · 18 yrs 6 mos
Mutual Service CorporationBroker
May 1993 - May 2005 · 12 yrs
Pruco Securities CorporationBroker
November 1992 - April 1993 · 5 mos
State Registrations9 states
FLINMAMENHNYOHTXVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.