AZ
AZ

Alexander Zipse

2 Years of Experience
Iowa City, IA
Broker

Alexander Zipse is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Iowa City, IA, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

673 Westbury Dr, Suite 101, Iowa City, IA, 52245

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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

Alexander is an agent for James Investment Group, a DBA/support company, since June 2023. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 11 mos
Raymond James Financial Services, INC.Broker
August 2023 - Present · 3 yrs 1 mo
State Registrations14 states
COFLIAILINMAMEMIMNNYRIVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.