Alexi Howie
Alexi Howie is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Henderson, NV, with 21 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B 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 | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
2520 St. Rose Pkwy., Ste. 217, Henderson, NV, 89074
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2005Other Business Activities
Alexi is an agent for Kore Wealth Management since 2022, spending about a quarter of their time there. Alexi also volunteers as a coach for the Girl Scouts and is a board member for the Young Men Service League, dedicating minimal time to each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Capstone Capital Wealth Advisors
Beacon Pointe Wealth Advisors, LLC
Excelcia Financial Group, LTD.
Excelcia Capital Management, LLC
Afa Advisor Services LLC
Ameriprise Financial Services, INC.
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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