Alexandra Crespi is a registered investment advisor, based in Bath, NC, with 6 years of industry experience.
Location
424-A Carteret St., Bath, NC, 27808
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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
Alexandra is an independent insurance agent for various insurance companies through Adams & Associates, dedicating a few hours per week. She is also an investment advisor representative (IAR) with CIRA, spending about half her time managing client assets or preparing financial plans.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations5 states
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