Invested Better
Unclaimed

Unclaimed

Unclaimed

Alexander Coerte Voorhees

Reston Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alexander? Claim Your Profile

About Alexander Coerte Voorhees

Alexander Voorhees is a financial advisor at Reston Wealth Management, a firm based in Reston, VA. Alexander has over 3 years of experience in the financial services industry. Alexander has a Series 7 and Series 66 license. Alexander has a Certified Financial Planner designation.

Firm Information

Alexander Voorhees is currently registered with Reston Wealth Management. Reston Wealth Management is a financial advisory firm based in RESTON, VA. They specialize in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages over $411 million in assets for 476 clients.
Reston Wealth Management

1984 ISAAC NEWTON SQUARE WEST

RESTON, VA 20190-5039

$411.75M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alexander Voorhees’s Registration & Firm History

VA

10/30/2014 - Present

Reston Wealth Management (RESTON VA)

VA

06/12/2014 - 01/06/2017

LPL FINANCIAL LLC (RESTON VA)

VA

10/28/2013 - 05/05/2014

WELLS FARGO ADVISORS, LLC (NEWPORT NEWS VA)

Not sure if Alexander Coerte Voorhees is right for you?

Licenses & Designations

BOTH

Issued 09/22/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Coerte Voorhees.
Not sure if Alexander Coerte Voorhees is right for you?