AS
AS

Alex Kingsley Suggs

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
7,433 clients
Average Client Portfolio
$617K average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$50K
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Location

6208 Garners Ferry Rd, Suite A, Columbia, SC, 29209

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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 Activities

Alex works as a senior business development manager for Capital City Financial Partners since March 2025. The business hours and duties are consistent with his advisory practice.

Employment History
Current Registrations
Integrated Advisors Network LLC
April 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2024 - February 2025 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2024 - February 2025 · 6 mos
Integrated Advisors Network LLC
September 2019 - July 2024 · 4 yrs 10 mos
UBS Financial Services INC.
June 2019 - June 2019 · 0 mos
UBS Financial Services INC.Broker
April 2019 - June 2019 · 2 mos
Vanguard Marketing CorporationBroker
November 2016 - December 2018 · 2 yrs 1 mo
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.
Alex Kingsley Suggs - Financial Advisor | TrueAdvisor