Alex Gardener (CRD# 6456473) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fayettville, GA and has 1 year of experience in the finance industry.
CRD# 5438618
Invesco Advisers, Inc.
CRD# 5695183
Collective Wealth Partners, LLC
CRD# 4368749
Smith & Howard Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Fayetteville, GA | Apr 2024 - Current | < 1 |
| On Purpose Financial Management Inc. | Fayetteville, GA | Mar 2024 - Current | < 1 |
| Raymond James Financial Services | Fayetteville, GA | Feb 2024 - Current | < 1 |
| Smart Aleck Films LLC | Atlanta, GA | Jan 2009 - Current | 15 |
| Edelman Financial Engines | Santa Clara, CA | Oct 2023 - Feb 2024 | < 1 |
| Pfs Investments Inc. | Guluth, GA | Feb 2015 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
| S63 | Uniform Securities State Law Examination | Apr 2024 |
- GA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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