Alexander Cabot
Alexander Cabot is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wayne, PA, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
595 E Swedesford Road, Suite 360, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander is a co-author of books on retirement planning and personal finance, dedicating minimal time to these activities. He also owns an accounting/CPA business, spending a few hours per week on tax planning, consulting, and preparation.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Live Your Vision, LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
PNC InvestmentsBroker
State Registrations24 states
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