AH
CFP
AH
CFP

Alexander Haboush

29 Years of Experience
Brownsburg, IN
BrokerSells Insurance

Alexander Haboush is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Brownsburg, IN, with 29 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

67 East Garner Road, Suite 100, Brownsburg, IN, 46112

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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 ActivitiesSells Insurance

Alexander conducts investment and insurance business under the name Signature Financial Group, dedicating full-time hours to sales/marketing of securities and insurance products. He also dedicates minimal time to sales/marketing of fixed annuities and non-variable insurance through Signature Financial Group and is a partner in 842 Land Holdings, LLC to diversify his IRA into real estate.

Employment History
Current Registrations
Osaic Wealth, INC.
November 2018 - Present · 7 yrs 10 mos
Osaic Wealth, INC.Broker
November 2018 - Present · 7 yrs 10 mos
Previous Registrations
Signator Investors, INC.
May 2005 - November 2018 · 13 yrs 6 mos
Signator Investors, INC.Broker
May 1996 - November 2018 · 22 yrs 6 mos
John Hancock Mutual Life Insurance CompanyBroker
May 1996 - May 1997 · 1 yr
State Registrations25 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.