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With so many good financial advisors around with unblemished records, why would anyone invest with this guy?
He sells almost entirely insurance-based “investments.” I find his advertisements to be slightly misleading in that regard. No good retirement portfolio is based only on insurance. He is not licensed to sell securities. Don’t know about mortgage services. Generally, insurance licenses are easier to get than securities licenses. I’m not sure how he can hold any licenses if he’s got a felony conviction.
His firm’s roster includes folks with valid active licenses, so there’s protection in that regard.
Slick TV programs aside….let’s hope he gets the help he needs, and his clients are properly protected.
How is it that he can keep his insurance license?
I second that comment Scott C. If he can’t keep his own house in order over multiple infractions how do you think he can possible be responsible to help those in financial need. I have always questioned those that need to prime their own ego’s by blasting themselves across multiple media channels. Usually word of mouth and solid referral’s can propel one to success in this industry.
Unfortunately I think this guy mostly seeks out the uneducated investor. A well dressed slick talker can do a lot of damage.
About 30 employees are listed on the company website.
He could avoid a lot of these issues if he made that 31 employees.
You guessed it, a personal chauffeur for the boss.
Meanwhile, in Marion County, the courts practically reward one for such behavior.
It appears that Alex has a real problem and I wish him the best in seeking help with his problem. As for his firm, he should probably step down.
I also recommend that if you are looking for financial guidance seek out a CFA. Alex is not a CFA. Only 11% of all those who take the 3 CFA exams pass. The CFA pass rate is significantly less than that of the Bar exam.
It’s deeply disappointing when a member of our local financial community that so heavily markets to and repeated and aggressively asks clients for their hard earned dollars, and especially life savings, consistently and frequently fails so badly to respect the very lives in our community. I also wonder, at what point, with a repeat offender does Marion judges draw the line and say enough is enough, before an innocent(s) gets killed? Where are the consequences? Current rulings made no impression/impact, just ignored.
I just saw this guy’s infomercial on TV. There is likely more to this story……a wanton disregard for rules or accountability don’t start and stop with his drinking habits. Keep digging, Susan. My guess is there are more than a handful of clients getting taken.