Alex
Smith

Horace Mann Investors, Inc

CRD#6400213
Investment Advisor
in East Greenwich, RI

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About this Advisor

Alex Smith is a financial advisor based in East Greenwich, Rhode Island, working with Horace Mann Investors, Inc. Alex has previously held positions at Preferred Insurance & Financial Solutions Inc, University Of Illinois Employees Credit Union, Horace Mann Investors, Inc, and Horace Mann Companies. Alex has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, Alex is part of Horace Mann Investors, Inc, which operates out of East Greenwich, Rhode Island. The firm has 72 offices and 74 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Horace Mann Investors, Inc includes other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

68 Cliff Street
East Greenwich, RI 02818

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Horace Mann Investors, Inc Brokerage Details

Total Assets Under Management

$62,122,049

RI Average: $6,674,516,078
Total Number of Employees

74

RI Average: 44
Total Number of Accounts

498

RI Average: 2,564
Average Account Size

$124,743

RI Average: $2,603,165

Investment Advisory Services

  • Selection of other advisers

Alex Smith Work History

2016 - Present (8 years)

Horace Mann Companies

2015 - Present (9 years)

Horace Mann Investors, Inc

2014 - 2016 (2 years)

Preferred Insurance & Financial Solutions Inc

2010 - 2014 (4 years)

University Of Illinois Employees Credit Union

Disclosures

Please visit the SEC profile of Alex Smith 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 Horace Mann Investors, Inc

Jacob Waltrip
Springfield, IL
Steven Delisle
Springfield, IL
Jerry Betzler
Grand Rapids, MN
Tyler Smith
Springfield, IL
Aaron Rarick
Indianapolis, IN
Brigido De Leon
Humble, TX
Todd Hogan
Tampa, FL
Duane Orr
Maryville, TN

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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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.

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