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Delynn Alexander

29 Years of Experience
Raleigh, NC
BrokerSells Insurance

Delynn Alexander is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Raleigh, NC, with 29 years of industry experience. Delynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

1201 Edwards Mill Rd, Ste 200, Raleigh, NC, 27607

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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

Delynn may earn commissions from unaffiliated insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products. Delynn is also a 50% owner of NYLE Danner LLC and 100% owner of Rollingwood Holdings, LLC, both legal entities, and spends about half of her time on each. She also serves in a fiduciary capacity on the finance council for St. Francis of Assisi Church, dedicating minimal time to this activity.

Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
December 1996 - Present · 29 yrs 5 mos
Previous Registrations
Northwestern Mutual Wealth Management Company
January 2007 - April 2007 · 3 mos
Northwestern Mutual Investment Services,llc
August 2005 - January 2007 · 1 yr 5 mos
Robert W. Baird & CO. IncorporatedBroker
March 1997 - January 2002 · 4 yrs 10 mos
State Registrations39 states
AKALARAZCACODCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMTNCNENJNMNYOHOKORPASCSDTXUTVAWAWI
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.