Alexandra Baig is a CFP-designated registered investment advisor at Companions on Your Journey, based in Brookfield, IL, with 15 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 9 clients with $1.9M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Brookfield, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexandra is a consultant to the law firm Clancy & Associates, providing Social Security and Medicaid analyses. Through her LLC, Pathways to Benefits, she provides Social Security, Medicaid, and Medicare analysis to clients, but does not provide investment management or financial planning services to these clients.
Employment History
Current Registrations
Companions on Your Journey
Previous Registrations
Companions on Your Journey
Creative Planning
Waddell & Reed
Waddell & ReedBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
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