Alexandra Durham
Alexandra Durham is a CFP-designated registered investment advisor at Ausdal Financial Partners, INC., based in Kokomo, IN, with 15 years of industry experience. Alexandra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.
Fee Estimator
Location
325 N. Main Street, Kokomo, IN, 46901
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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
Alexandra is a licensed life and health insurance agent since 2013, dedicating minimal time to insurance sales. She also serves as treasurer for Kappa Kappa Kappa, Inc and as a member of the Kokomo School Board, each requiring minimal time.
Employment History
Current Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Cambridge Investment Research, INC.Broker
State Registrations15 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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