AB
CFP
AB
CFP

Alexander John Briggs

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:$5K
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Location

187 Exachange St, Bangor, ME, 04401

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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 works as a Financial Professional at Thompson Financial Group, selling insurance and giving financial advice. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
August 2023 - Present · 2 yrs 6 mos
Ameritas Investment Company, LLCBroker
July 2023 - Present · 2 yrs 7 mos
State Registrations1 state
ME
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexander John Briggs - Financial Advisor | TrueAdvisor