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Alexander Advisory Services, LLC CRD 304392
$10.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
810 Clinch Ave 7Th Floor, Knoxville, TN 37902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-11-16 |
| VA | RA | APPROVED | 2019-09-17 |
| TX | RA | APPROVED_RES | 2019-09-12 |
Branch Locations
810 Clinch Ave 7Th Floor, Knoxville, TN 37902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alexander Advisory Services, Llc | Knoxville | TN | 09/2019 | Present |
| Kevin Alexander, Sole Proprietor | Knoxville | TN | 07/1998 | Present |
| Capital Retirement Planning, Llc | Christiansburg | VA | 11/2017 | 09/2019 |
| Creative Financial Designs, Inc. | Christiansburg | VA | 01/2013 | 12/2016 |
| Thriving Foundation Ministries | Knoxville | TN | 10/2022 | Present |
KEVIN D. ALEXANDER, INC., KNOXVILLE, TN 37938. INDEPENDENT INSURANCE AGENT; start 07/1998; 80 hours per month, 40 during securities trading; insurance sales and service Thriving Foundations Ministries; Knoxville, TN; Not Investment Related; President; Conduct workshops, prepares messages to preach and communicate with missionaries to support; Started 10/2022; 30 hours spent per month; 1 hour spent during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-02 |
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