Samuel Alexander
Samuel Alexander is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 20 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9290 W Dodge Rd Ste 200, Omaha, NE, 68114
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Samuel is a financial professional at Illuminate Financial Group and an owner of Access Wealth LLC, a holding company. He also sells fixed insurance products with various companies, sells and services insurance products as an agent for Foresters Financial, and serves on the board for both the Barrington Park Home Owners Association and the Child Saving Institute.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Jackson National Life Distributors LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations37 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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