Alexander Kent Rowley
Investment adviser representative at Icon Financial Services LLC
13 yearsExperience
4 statesRegistered in
$19.7MFirm assets
6 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Icon Financial Services LLCFeb 2020 to now
- The Icon Savings CorporationApr 2017 to now
- Fisher InvestmentsDec 2013 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 4 states (CA, OR, TX, WA).
Icon Financial Services LLC
$19.7MAssets managed
4,178Clients
3Advisers
6 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
- 6418034
- Firm CRD
- 306816