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Credentials
Series 63, Series 65
Experience Industry experience
19 years
Location
Harlan, KY 40831
Alexander Investment Services Co.
Team
Drew Adams is a financial advisor with Alexander Investment Services Co. in Harlan, KY, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Alexander Investment Services Co. since 2010. Adams serves as a board member of the Harlan County Economic Development Authority and the Camp Blanton trust. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm uses technical, fundamental, and cyclical analysis alongside long-term purchase strategies, primarily managing client assets on a non-discretionary basis tailored to individual objectives and risk tolerances.
Based on Alexander Investment Services Co.
Based on Alexander Investment Services Co.
Based on Alexander Investment Services Co.
Up to $1,000 for financial planning services, negotiable depending on complexity and scope.
Less than $1,000,000 - $999,999: 0.80% $1,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Investment adviser representatives receive additional commission-based compensation from brokerage and insurance products; commissions from sales of securities and insurance products are separate and in addition to advisory fees.
Harlan, KY
Hendrickson Building Suite 207, P.O. Box 1728
Harlan KY 40831
Advisors at this office
2
Kentucky
19 years of industry experience
Alexander Investment Services, Co
2010 - Present • 16 years
Harlan, KY
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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