AA
AA

Alex Russell Astin

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K
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Location

200 Calusa Blvd, Suite #100, Destin, FL, 32541

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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 works as an insurance agent for Burns Estate Planning, dedicating full-time hours to insurance sales and service since 2021. Alex is also a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, but spends minimal time on this activity.

Employment History
Current Registrations
Prime Capital Financial
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Burns Estate Planning & Wealth Advisors
March 2021 - July 2022 · 1 yr 4 mos
Cherry Wealth Advisors
November 2020 - February 2021 · 3 mos
Cetera Investment Advisers LLC
October 2019 - July 2020 · 9 mos
Cetera Investment Services LLCBroker
August 2019 - July 2020 · 11 mos
Edward JonesBroker
February 2018 - May 2018 · 3 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.