Zachary
Alexander
Henssler Financial
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About this Advisor
Zachary Alexander is a financial advisor operating in Atlanta, Georgia, who has 2 years of industry experience. Alexander works at Henssler Financial. Their career trajectory has included roles at Henssler Financial, Asset Advisors Group, LLC, Axa Advisors, Rtd Financial Advisors, Inc, University Of Georgia and Alps Distributors, Inc. Alexander maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Henssler Financial is an advisory company operating out of Kennesaw, GA. The investment advisory business has a total of 91 financial advisors. It oversees $3 billion in assets under management among its 1,443 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to four charitable organizations. Of its 1,443 accounts, 41% are associated with high-net-worth investors who have at least $1 million in assets. Henssler Financial performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Henssler Financial most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Henssler Financial Brokerage Details
$2,639,365,428
91
1,443
$1,829,082
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Zachary Alexander Work History
Zachary has been registered as a financial advisor for 2 years.*
Henssler Financial
Asset Advisors Group, LLC
Alps Distributors, Inc
Axa Advisors
Rtd Financial Advisors, Inc
University Of Georgia
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zachary Alexander to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Henssler Financial
Kennesaw, GA
Kennesaw, GA
Kennesaw, GA
Kennesaw, GA
Atlanta, GA
Kennesaw, GA
Atlanta, GA
Kennesaw, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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