James
Alexander
Allegheny Investments, LTD
Answer a few questions and
get matched with an advisor.
About this Advisor
James Alexander is a certified financial planner working in Morgantown, West Virginia with a total of 22 years of relevant experience. Alexander is currently employed by Allegheny Investments, LTD. Throughout their career, they have worked at Allegheny Investments, LTD and Cunningham, Powell & Assoc. Alexander maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania and West Virginia. Allegheny Investments, LTD is a registered investment firm that has its headquarters in Pittsburgh, PA. The company has offices in 15 locations and a total of 99 people on staff. It oversees $675 million in assets under management among its 2,948 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 20 charitable organizations. Of its 2,948 customer accounts, just 9% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees vary depending on the financial services offered. Fees billed by Allegheny Investments, LTD most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Allegheny Investments, LTD Brokerage Details
$675,219,021
99
2,948
$229,043
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Alexander Work History
James has been registered as a financial advisor for 22 years.*
Cunningham, Powell & Assoc
Allegheny Investments, LTD
*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 James 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 Allegheny Investments, LTD
Pittsburgh, PA
Morgantown, WV
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Ebensburg, PA
Pittsburgh, PA
Pittsburgh, PA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
