AP
AP

Alexander Paslay

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1370 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K
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Location

3215 S Cherokee Lane, Suite 1630, Woodstock, GA, 30188

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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

Alexander is involved in several outside business activities, including family and financial counseling for adoptions, mortgage loan origination, tax/accounting consulting, and serving on a foundation board. He also dedicates full-time hours to investment advisory services through Kestra Advisory Services, LLC and day-to-day operations at Strategic Stewardship, which is related to insurance.

Employment History
Current Registrations
Kestra Advisory Services, LLC
September 2023 - Present · 2 yrs 5 mos
Kestra Investment Services, LLCBroker
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2015 - July 2020 · 5 yrs
State Registrations10 states
FLGAIDILMANCORPASCTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.