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Alexxander V Peralta

Retirement Investment Advisors Inc.

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About Alexxander V Peralta

Alexxander Peralta is an investment advisor representative currently associated with Retirement Investment Advisors Inc. Alexxander is registered as an investment advisor representative in Oklahoma. Alexxander has been in the securities industry since June 2021. Alexxander's areas of specialization include retirement planning, education planning, financial planning, and portfolio management. Retirement Investment Advisors Inc is a registered investment adviser with the SEC and has offices in Oklahoma City, Oklahoma.

Firm Information

Alexxander Peralta is currently registered with Retirement Investment Advisors Inc.. Retirement Investment Advisors Inc. is a registered investment advisor based in Oklahoma City, Oklahoma. The firm manages over $1 billion in assets for a range of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. They provide a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management. The firm also publishes periodicals and selects other advisors for their clients.
Retirement Investment Advisors Inc.

2925 UNITED FOUNDERS BLVD

OKLAHOMA CITY, OK 73112

$1.11B

Assets Under Management

Not reported

Total Clients

8

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Alexxander Peralta’s Registration & Firm History

OK

09/30/2022 - Present

Retirement Investment Advisors Inc. (OKLAHOMA CITY OK)

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Licenses & Designations

IA

Issued 01/31/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexxander V Peralta.
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