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Alexander Voils
17 Years of Experience
San Diego, CA
2 DisclosuresBroker
Alexander Voils is a registered investment advisor at Raymond James & Associates, INC., based in San Diego, CA, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
13500 Evening Creek Dr N, Suite 100, San Diego, CA, 92128
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2021Denied
Customer Dispute
August 2017Denied
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
March 2025 - Present · 1 yr 2 mos
Raymond James & Associates, INC.
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Wells Fargo Advisors
December 2015 - April 2025 · 9 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
December 2015 - April 2025 · 9 yrs 4 mos
Ameriprise Financial Services, INC.Broker
October 2009 - January 2016 · 6 yrs 3 mos
Ameriprise Financial Services, INC.
October 2009 - January 2016 · 6 yrs 3 mos
Ameriprise Advisor Services, INC.
July 2008 - October 2009 · 1 yr 3 mos
Ameriprise Advisor Services, INC.Broker
May 2008 - October 2009 · 1 yr 5 mos
State Registrations12 states
AZCACOFLHIIDINMDNVNYUTWA
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.