Alexander Parker
Alexander Parker is a registered investment advisor at Credit Union Investment Services, based in Fayetteville, NC, with 2 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.25% annual fee for cash and individual fixed income. 0.50% annual fee for all other securities. This fee is non-negotiable.
Fee Estimator
Location
Fayetteville, NC
Get directionsHistory
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
Alexander is an agent for SECU Life Insurance Company and a Financial Advisory Services Specialist at State Employees' Credit Union. He also owns an online print-on-demand Etsy store, Parker Empower, dedicating a few hours per week to design, production, product listing, and customer service.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage Services
Secu Brokerage ServicesBroker
State Registrations1 state
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
More Advisors
- Teresa Elliott, CFPWells Fargo Advisors
- Debbie Best, CFPEdward Jones
- Alicia Donahue, CFPStifel, Nicolaus & Company, Incorporated
- Nicholas Rademacher, CFPGeneos Wealth Management, INC.
- William Perry, CFPFirst Command Advisory Services
- Tim Johnson, ChFCVirtue Capital Management, LLC