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Alexander Doyle

Illumination Wealth Management

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About Alexander Doyle

Alexander Doyle is a financial advisor with over 7 years of experience in the financial services industry. Alexander is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 63, 65, 7 and SIE licenses. Alexander is currently registered with Illumination Wealth Management in Rochester, NY. Alexander previously worked at American Portfolios Financial Services, Inc. and Mercer Global Advisors Inc., and is also a former employee of Woodson Wealth Management and Consulting Inc. and WMG Partners. Alexander has experience in providing financial planning and wealth management services to high-net-worth individuals, corporations, and pension and profit-sharing plans.

Firm Information

Alexander Doyle is currently registered with Illumination Wealth Management. Illumination Wealth Management is a registered investment advisor headquartered in San Diego, California. With a focus on wealth management, they provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $307,090,824 in assets for over 970 clients.
Illumination Wealth Management

11622 EL CAMINO REAL

SAN DIEGO, CA 92130

$307.09M

Assets Under Management

31

Total Clients

10

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wealth management

Wealth management

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.

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fixed fees

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

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percentage of assets

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

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Alexander Doyle’s Registration & Firm History

NY

05/03/2024 - Present

Illumination Wealth Management (Rochester NY)

NY

11/01/2016 - 07/26/2017

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCHESTER NY)

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Licenses & Designations

BC

Issued 11/28/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/16/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Doyle.
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