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Andrew Alexander

19 Years of Experience
Meadville, PA
Broker

Andrew Alexander is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Meadville, PA, with 19 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

911 Diamond Park, Meadville, PA, 16335

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew is an independent contractor and officer (President) of Bush Investment Group, LLC, dedicating about a quarter to half of his time to this role. He also acts as POA/Personal Representative for James and Mary Beth Alexander's IRA, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2006 - Present · 19 yrs 10 mos
Previous Registrations
Raymond James Financial Services
August 2006 - January 2009 · 2 yrs 5 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Andrew Alexander - Financial Advisor | TrueAdvisor