Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Webster Pierce is a Dallas-based investment advisor with over 30 years of experience in the industry. Alexander has been registered with the Securities and Exchange Commission since 1981 and has held a variety of roles at various firms, including E.J. Pittock & Co., Incorporated, Eppler, Guerin & Turner, Inc., Rauscher Pierce Refsnes, Inc., Southwest Securities, Inc., and Brokers Transaction Services, Inc. Alexander is currently affiliated with Beacon Pointe Advisors, LLC, a firm headquartered in Newport Beach, California. Alexander specializes in providing financial planning, portfolio management, and consulting services to high-net-worth individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
09/26/2023 - Present
Beacon Pointe Advisors, LLC (Dallas TX)
TX
07/08/1996 - 07/21/1997
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
TX
04/03/1989 - 07/08/1996
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
08/24/1983 - 04/17/1989
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
05/18/1981 - 10/26/1983
E. J. PITTOCK & CO., INCORPORATED
NA
05/22/1981 - 08/26/1983
EPPLER, GUERIN & TURNER, INC.
IA
Issued 08/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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