RA
CFA · CFP
RA
CFA · CFP
Robert Alexandrovic
20 Years of Experience
Alpharetta, GA
1 DisclosureBrokerSells Insurance
Robert Alexandrovic is a CFA, CFP-designated registered investment advisor, based in Alpharetta, GA, with 20 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
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Criminal
August 2001Final Disposition
Other Business ActivitiesSells Insurance
Robert is a Wealth Manager and Partner at Merit Financial Group, dedicating full-time hours to serving clients. He also works as an agent providing fixed insurance advice, spending a few hours per week on this activity, and is a board member for the Denver Estate Planning Council, spending minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 11 mos
Merit Financial Advisors
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
December 2022 - August 2024 · 1 yr 8 mos
Bok Financial Private Wealth, INC.
March 2020 - October 2022 · 2 yrs 7 mos
Tedstrom Wealth Advisors, INC.
April 2015 - March 2020 · 4 yrs 11 mos
LPL Financial LLC
March 2010 - March 2020 · 10 yrs
LPL Financial LLCBroker
March 2010 - March 2020 · 10 yrs
UBS Financial Services INC.
June 2008 - March 2010 · 1 yr 9 mos
UBS Financial Services INC.Broker
June 2008 - March 2010 · 1 yr 9 mos
Nationwide Investment Advisors, LLC
December 2006 - March 2008 · 1 yr 3 mos
Nationwide Investment Services Corporation
July 2006 - December 2006 · 5 mos
Nationwide Investment Services CorporationBroker
June 2006 - March 2008 · 1 yr 9 mos
Ameriprise Financial Services, INC.
February 2005 - May 2006 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
January 2005 - May 2006 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
January 2005 - May 2006 · 1 yr 4 mos
State Registrations12 states
AZCACOFLGAMDMNMTNEOHPATX
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.