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Alexandra Farquhar Kusler

Southwest Investment Advisors, Inc.

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About Alexandra Farquhar Kusler

Alexandra Kusler is a financial advisor at Southwest Investment Advisors, Inc.. Alexandra is also a Registered Investment Advisor Representative. With over 10 years of experience in the financial industry, Alexandra provides comprehensive financial planning and investment management services to individuals, families, and businesses. Alexandra holds Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Alexandra is committed to helping clients achieve their financial goals through personalized advice and strategies.

Firm Information

Alexandra Kusler is currently registered with Southwest Investment Advisors, Inc.. Southwest Investment Advisors, Inc. is a Tucson, Arizona-based investment advisor with 3 licensed agents and $267,635,456 in regulatory assets under management. The firm provides financial planning and portfolio management services for individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also offer a wrap fee program.
Southwest Investment Advisors, Inc.

7594 N LA CHOLLA

TUCSON, AZ 85741

$267.64M

Assets Under Management

1,182

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.

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financial planning services

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

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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.

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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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Alexandra Kusler’s Registration & Firm History

AZ

03/10/2021 - Present

Southwest Investment Advisors, Inc. (TUCSON AZ)

AZ

02/13/2015 - 11/29/2017

NATIONAL PLANNING CORPORATION (Tucson AZ)

AZ

03/15/2011 - 02/18/2015

FIRST ALLIED SECURITIES, INC. (TUCSON AZ)

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Licenses & Designations

BOTH

Issued 05/05/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexandra Farquhar Kusler.
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