Claire
Alexander

Raymond James Financial Services Advisors, Inc

CRD#6393214
Investment Advisor
in Torrance, CA
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About this Advisor

Claire Alexander is an investment advisor in Torrance, California. Currently an investment advisor at Raymond James Financial Services Advisors, Inc, Alexander has 13 years of professional experience in the financial advisory industry. Alexander holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Alexander is able to work with customers in California. Alexander has gained experience at Planet Dailies Restaurant, Raymond James Financial Servives, Inc, Olympic Wealth Advisors, Michael Kors, Mississippi State University, Crux Wealth Advisors, The Buckle, Inc, Tupelo High School and Raymond James Financial Services Advisors Inc. Raymond James Financial Services Advisors, Inc is based out of Torrance, California, and operates out of 2,040 brick-and-mortar locations across the nation. Overall, Raymond James Financial Services Advisors, Inc oversees $81 billion in assets throughout 280,698 client accounts and retains more than 5,600 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 151,196 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Raymond James Financial Services Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

19401 S Vermont Ave Suite K-100
Torrance, CA 90502

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

CA Average: $1,855,561,029
Total Number of Employees

6,224

CA Average: 62
Total Number of Accounts

343,734

CA Average: 2,474
Average Account Size

$301,664

CA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Claire Alexander Work History

Claire has 13 years of experience.

2016 - Present (3 years)

Crux Wealth Advisors

2016 - Present (3 years)

Raymond James Financial Servives, Inc

2016 - Present (3 years)

Raymond James Financial Services Advisors Inc

2016 - 2016 (< 1 year)

Raymond James Financial Servives, Inc

2014 - 2015 (1 year)

Olympic Wealth Advisors

2013 - 2013 (< 1 year)

Planet Dailies Restaurant

2013 - 2014 (1 year)

Michael Kors

2009 - 2013 (4 years)

Mississippi State University

2009 - 2009 (< 1 year)

The Buckle, Inc

2005 - 2009 (4 years)

Tupelo High School

Disclosures

Claire Alexander has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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