Alex Holtmeier

15 Years of Experience

Blue Ash, OH

Broker

Alex Holtmeier is a registered investment advisor at Raymond James & Associates, INC., based in Blue Ash, OH, with 15 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.

Raymond James & Associates, INC.

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

9825 Kenwood Road, Suite 103, Blue Ash, OH, 45242

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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.

Employment History

Current Registrations

Raymond James & Associates, INC.

January 2011 - Present · 15 yrs 4 mos

Raymond James & Associates, INC.Broker

January 2011 - Present · 15 yrs 4 mos

State Registrations32 states

ALAZCACOCTFLGAHIILINKSKYMAMIMNMOMSNCNJNMNVNYOHORPASCSDTNTXUTVAVirgin Islands

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.

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