Alex Boatman
Investment adviser representative at A.G.P / Alliance Global Partners
15 yearsExperience
7 statesRegistered in
$2.9BFirm assets
17 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- A.G.P. / Alliance Global PartnersJan 2021 to now
- Stifel Nicolaus & Co IncJun 2020 to Jan 2021
- Edward JonesOct 2011 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, FL, MI, NC, NJ, NY).
A.G.P / Alliance Global Partners
Legal name: A.G.P. / Alliance Global Partners, LLC
$2.9BAssets managed
7,490Clients
130Advisers
17 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
- 5983483
- Firm CRD
- 8361