Carol
Alexander
Retirement Investment Advisors Inc
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About this Advisor
Carol Alexander is a certified financial planner working in Oklahoma City, Oklahoma who has 20 years of industry experience. Alexander works at Retirement Investment Advisors Inc. They have been an employee of Retirement Investment Advisors Inc for their entire career. Alexander has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oklahoma. Retirement Investment Advisors Inc is a company headquartered in Oklahoma City, OK. The firm has a total of 20 advisors. It has $930 million in assets under management across its 1,324 client accounts, placing it among the bigger firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 1,324 client accounts, 19% belong to high-net-worth investors who have greater than $1 million in assets. The firm provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees usually are based on which services are provided. Fee types charged by Retirement Investment Advisors Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Retirement Investment Advisors Inc Brokerage Details
$929,851,235
20
1,324
$702,305
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Carol Alexander Work History
Carol has been registered as a financial advisor for 20 years.*
Retirement Investment Advisors, Inc
*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 Carol 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 Retirement Investment Advisors Inc
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
