Alexander Folken
Alexander Folken is a registered investment advisor at Cetera Investment Advisers LLC, based in Fullerton, CA, with 12 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1400 Brea Blvd, Fullerton, CA, 92835
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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
Alexander works as a Wealth Management Associate at Husami and Associates, dedicating full-time hours to wealth management, tax, payroll, and bookkeeping services. Alexander is also an insurance agent with Avantax Insurance Agency/Services, spending a few hours per week selling approved insurance products.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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