A complete list of active advisors currently associated with Peteralexander

Warmer can help you find a great advisor at Peteralexander or one who fits your needs even better.

PeterAlexander primarily acts as a solicitor that introduces prospective clients to third‑party registered investment advisers and does not maintain discretionary investment management over client accounts. The firm also offers standalone financial planning and consulting services and facilitates access to insurance and annuity contracts as part of client engagements. Rather than charging a percentage‑of‑assets fee for ongoing portfolio management, PeterAlexander receives referral compensation from the third‑party advisers when a referred party establishes an advisory relationship and uses negotiated fixed or hourly arrangements for financial planning work. The firm states it does not accept performance‑based fees and discloses the nature of its referral arrangements to referred parties prior to engagement. A notable characteristic disclosed in the brochure is that a principal of the firm is a licensed insurance agent, and the firm may receive commissions and reports managing life insurance policy cash values and annuity contracts as part of its activities. The firm emphasizes its role in selecting and directing clients to multiple third‑party managers and acknowledges the potential conflicts created by solicitor compensation while committing to provide written disclosure of those arrangements.

To learn more about the advisors currently working at Peteralexander, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.