James Franklin Alexander
Investment adviser representative at Allegheny Investments
25 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$742.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Cunningham, Powell & Assoc.Oct 2005 to now
- Allegheny Investments, Ltd.Sep 2001 to now
Designations
- PFS
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (WV).
Allegheny Investments
$742.1MAssets managed
1,427Clients
14Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4118348
- Firm CRD
- 7597