Alexander Amundson
Investment adviser representative at Avion Wealth
11 yearsExperience
1 stateRegistered in
$984.6MFirm assets
11 yearsFirm in business
Are you Alexander Amundson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Avion WealthApr 2026 to now
- Ameriprise Financial Services, LLCNov 2024 to Apr 2026
- LPL Financial LLCMay 2022 to Nov 2024
- Royal AllianceFeb 2022 to Apr 2022
- Strategic Wealth Advisors GroupJul 2019 to Feb 2022
- LPL Financial LLCApr 2019 to Feb 2022
- Regency Investment Advisors, Inc.Sep 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avion Wealth
Legal name: Avion Wealth, LLC
$984.6MAssets managed
300Clients
12Advisers
11 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
- 6327059
- Firm CRD
- 134242