Alexander Munib Richani
Investment adviser representative at Woodward Financial Advisors, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$641.5MFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Woodward Financial Advisors, Inc.Sep 2021 to now
- Woodword Financial AdvisorsJul 2021 to now
- Advice and Planning ServicesMar 2018 to Jun 2021
- TIAA-CREF Individual & Institutional Services, LLCMar 2018 to Jun 2021
- Scottrade Investment ManagementJun 2017 to Mar 2018
- Scottrade, Inc.Mar 2017 to Mar 2018
- LPL Financial LLCNov 2016 to Mar 2017
- The Vanguard Group, Inc.Jun 2013 to Nov 2016
- Vanguard Marketing CorporationJun 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
Woodward Financial Advisors, Inc.
$641.5MAssets managed
203Clients
6Advisers
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
- 6215239
- Firm CRD
- 150641