AK
CFP
AK
CFP

Alex James Karkeek

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
3,155 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$6,000
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Location

8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102

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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 ActivitiesSells Insurance

Alex is an insurance agent for BSI, Inc. and JURS Montgomery, offering LTC, fixed annuities, and other insurance products, dedicating minimal time to each. Alex is also a Financial Planning Specialist at Cassaday & Co Wealth Management, LLC, spending full-time hours providing financial advice, building investment portfolios, and assisting with retirement planning.

Employment History
Current Registrations
Cassaday & Company, INC.
January 2022 - Present · 4 yrs 1 mo
Osaic Wealth, INC.Broker
July 2012 - Present · 13 yrs 7 mos
Previous Registrations
Cassaday & CO INC
July 2014 - January 2022 · 7 yrs 6 mos
State Registrations25 states
AKAZCACOCTDCDEFLGAIDKSMAMDMIMNMONCNJNYPASCTNTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.