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Kent Robert Alexander

American Investors Co.

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About Kent Robert Alexander

Kent Alexander is a registered investment advisor with American Investors Co. located in San Ramon, CA. Kent Alexander specializes in providing portfolio management for individuals and businesses as well as financial planning services. Kent Alexander has been in the financial services industry since 2008 and is registered with the state of California and Illinois. Kent Alexander holds Series 6 and Series 63 licenses and is also a licensed investment advisor representative.

Firm Information

Kent Alexander is currently registered with American Investors Co.. American Investors Co. is a California-based corporation that has been in operation since 1973. The firm provides financial planning, portfolio management services for businesses and individuals, and selects other advisors for clients. They are registered with the SEC and in 40 states. They manage over $616 million in assets for a variety of clients including high-net-worth individuals, corporations, and charitable organizations. The firm has over 80 employees, including 20 licensed agents, 30 investment adviser representatives, and 32 registered representatives. They have been involved in 3 regulatory events and 2 arbitrations.
American Investors Co.

12667 ALCOSTA BLVD., SUITE 160

SAN RAMON, CA 94583

$616.90M

Assets Under Management

18

Total Clients

40

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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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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kent Alexander’s Registration & Firm History

CA

04/26/2022 - Present

American Investors Co. (SAN RAMON CA)

CA

05/17/2010 - 09/06/2012

PRINCOR FINANCIAL SERVICES CORPORATION (SAN JOSE CA)

CA

09/12/2008 - 05/05/2010

PFS INVESTMENTS INC. (PLEASANTON CA)

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Licenses & Designations

IA

Issued 09/07/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kent Robert Alexander.
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