Alexander Maxwell Koch
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Aug 2024 to now
- Raymond James Financial Services, Inc.Aug 2024 to now
- Sovereign Wealth Strategies GroupAug 2024 to now
- Uw Squared, LLCJul 2024 to Aug 2024
- Tyler HoldenDec 2022 to Jul 2024
- Mcgough Org IncJun 2018 to Jul 2024
- Tyler HoldenDec 2014 to Dec 2019
- Shawn CopelandDec 2014 to Jun 2018
- Northwestern Mutual Investment Services, LLCMay 2014 to Aug 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
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
- 6337694
- Firm CRD
- 149018