About Alex
Alex is a graduate of the University of Mississippi with a Bachelors Degree in Business Administration. He received his FINRA Series 6 securities license in 2002 and joined First Financial Planners as an independent Registered Representative. He received his Certified Fund Specialist® designation in 2003 and Certified Annuity Specialist® designation in 2020. He continued as an independent Advisor Representative with LPL Financial until 2016 and then joined Addicus, a family office and RIA firm specializing in investment advisory and risk management services alongside its boutique private equity structuring practice. Alex joined Silver Oak Securities, Inc. in 2020 as an Advisor Representative. He holds FINRA Series 6, Series 63, and Series 65 securities licenses along with a MS & AL State Life & Health Insurance Producer license.
Education
Licenses
IBF Designations
At a Glance
Understanding Credentials