Alex
Cary

Brokers International Financial Services, LLC

CRD#6716385
Investment Advisor
in Urbandale, IA

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About this Advisor

Alex Cary is a financial advisor based in Urbandale, Iowa, working with Brokers International Financial Services, LLC. Alex has previously held positions at Cetera Advisor Networks LLC, Palmer Group, Rose International, Hertz Local Edition, Voya Financial Advisors, Inc, and Brokers International Financial Services, LLC. Alex has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Alex is part of Brokers International Financial Services, LLC, which operates out of Urbandale, Iowa. The firm has 132 offices and 260 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Brokers International Financial Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4135 Nw Urbandale Dr
Urbandale, IA 50322

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Brokers International Financial Services, LLC Brokerage Details

Total Assets Under Management

$2,000,456,128

IA Average: $9,259,360,772
Total Number of Employees

260

IA Average: 166
Total Number of Accounts

11,566

IA Average: 7,189
Average Account Size

$172,960

IA Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Alex Cary Work History

2022 - Present (2 years)

Brokers International Financial Services, LLC

2021 - 2022 (1 year)

Cetera Advisor Networks LLC

2019 - 2021 (2 years)

Voya Financial Advisors, Inc

2016 - 2018 (2 years)

Cetera Advisor Networks LLC

2016 - 2016 (< 1 year)

Palmer Group

2015 - 2016 (1 year)

Rose International

2014 - 2015 (1 year)

Hertz Local Edition

Disclosures

Please visit the SEC profile of Alex Cary 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 Brokers Financial

Jose Amaya Cisneros
Urbandale, IA
David Duggan
Altoona, IA
Todd Robbins
Boynton Beach, FL
Paul Reidy
Scituate, MA
Nathan Schoenherr
Green Bay, WI
Theodore Boyes
Fort Lauderdale, FL
Mihailo Jovanovic
Urbandale, IA
Alex Cary
Urbandale, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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