Alexander
Rowley
Icon Financial Services LLC
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About this Advisor
Alexander Rowley is a financial advisor who works out of Portland, Oregon with a total of 3 years of relevant experience. Rowley is currently employed by Icon Financial Services LLC. Their career trajectory has included roles at The Icon Savings Corporation, Fisher Investments, Boston Research Group, Open Water Rowing Club and Willamette University. Rowley holds a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in California, Oregon, Texas and Washington. Icon Financial Services LLC is a registered investment firm based out of Portland, OR. It has $1 million in assets under management among its 850 client accounts, making it one of the smaller firms in the country by assets under management. Icon Financial Services Llc provides portfolio management for individuals and small businesses. Financial advisory fee schedules typically are based on which service is offered. However, fees charged by Icon Financial Services LLC typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Icon Financial Services LLC Brokerage Details
$1,049,932
1
850
$1,235
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Alexander Rowley Work History
Alexander has been registered as a financial advisor for 3 years.*
The Icon Savings Corporation
Fisher Investments
Open Water Rowing Club
Boston Research Group
Willamette University
*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 Alexander Rowley 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 Icon Financial Services LLC
Portland, OR
Portland, OR
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