Alexandra Farquhar Kusler
Investment adviser representative at Southwest Investment Advisors, Inc.
17 yearsExperience
3 statesRegistered in
$386.9MFirm assets
5 yearsFirm in business
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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
17 years in the industry.
- LPL Financial, LLCNov 2017 to now
- Southwest Investment Advisors, Inc.Aug 2009 to now
- National Planning CorporationFeb 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, TX).
Southwest Investment Advisors, Inc.
$386.9MAssets managed
1,161Clients
5Advisers
5 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
- 5711458
- Firm CRD
- 312685