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Drew Stephenson Adams

Alexander Investment Services Co.

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About Drew Stephenson Adams

Drew Stephenson Adams is an investment advisor representative with Alexander Investment Services Co. Drew has been working in the financial industry since 2006. Drew holds the Series 6, 7, 24, 63 and 65 licenses. Drew is registered in Kentucky, Tennessee, Virginia and West Virginia. Drew's firm specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Drew Adams is currently registered with Alexander Investment Services Co.. Alexander Investment Services Co. is a Kentucky-based Corporation that was formed in July 1965. The firm provides investment advisory services to individuals, high net worth individuals, corporations, pension plans, and other clients. They specialize in financial planning, pension consulting, and portfolio management. The firm has a team of 10 licensed agents, 12 investment adviser representatives, and 13 registered representatives. They manage over $641 million in assets for their clients.
Alexander Investment Services Co.

909 LILY CREEK ROAD #101

LOUISVILLE, KY 40243-2808

$641.36M

Assets Under Management

2

Total Clients

13

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 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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Drew Adams’s Registration & Firm History

KY

06/23/2014 - Present

Alexander Investment Services Co. (HARLAN KY)

WI

08/25/2006 - 01/18/2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 06/23/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2009

Series 7 - General Securities Representative Examination

BC

Issued 08/24/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Drew Stephenson Adams.
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