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James Franklin Alexander

Allegheny Investments, Ltd.

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About James Franklin Alexander

James Alexander is a registered investment advisor representative with Allegheny Investments, Ltd. James has been in the industry since April 3, 2000. James holds the Series 66, Series 7, and SIE licenses. James is also a Certified Financial Planner. James has been registered with the state of West Virginia since October 17, 2001. James has been registered with the state of Pennsylvania since June 27, 2006. James has experience with AXA Advisors, LLC and Walnut Street Securities, Inc.

Firm Information

James Alexander is currently registered with Allegheny Investments, Ltd.. Allegheny Investments, Ltd. is a Pennsylvania-based corporation that has been providing investment advisory services since 1977. The firm manages over $530 million in assets for a variety of clients, including individuals, families, trusts, estates, pension plans, charitable organizations, and corporations. They offer a range of services, including financial planning, portfolio management, and wrap fee programs. The firm is registered with the Securities and Exchange Commission and with all 50 states.
Allegheny Investments, Ltd.

STONE QUARRY CROSSING

PITTSBURGH, PA 15237

$530.30M

Assets Under Management

20

Total Clients

69

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 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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James Alexander’s Registration & Firm History

WV

10/17/2001 - Present

Allegheny Investments, Ltd. (MORGANTOWN WV)

NY

06/12/2000 - 08/17/2001

AXA ADVISORS, LLC (NEW YORK NY)

CA

02/21/2000 - 06/07/2000

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

BOTH

Issued 03/02/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Franklin Alexander.
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