AW
AW

Alexander Mccain Walley

3 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
422 advisors
Number of Clients
111,059 clients
Average Client Portfolio
$338K average
Assets Under Management
$37.5B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Loading...

Location

2057 Valleydale Rd, Ste 200, Birmingham, AL, 35244

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Alexander is involved in insurance sales and client services at Freedom Financial Group since May 2022. This takes about a quarter of his time.

Employment History
Current Registrations
Ae Wealth Management, LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Sagepoint Financial, INC.Broker
February 2015 - January 2016 · 11 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.