Thomas Alan Drexler
Investment adviser representative at Alliance Financial
13 yearsExperience
1 stateRegistered in
$271.8MFirm assets
4 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
- Pension consulting
Experience
13 years in the industry.
- LPL Financial LLCFeb 2018 to now
- Alliance FinancialJan 2013 to now
- Visions Federal Credit UnionApr 2019 to May 2022
- Invest Financial CorporationJan 2013 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
Alliance Financial
Legal name: Fox Financial, Inc.
$271.8MAssets managed
656Clients
5Advisers
4 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
- 6155574
- Firm CRD
- 319679