Alexander John Briggs
Investment adviser representative at Oldfield Wealth Partners
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$110MFirm 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 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.
- Oldfield Wealth Partners LLCMar 2026 to now
- Ameritas Advisory Services, LLCAug 2023 to Mar 2026
- Ameritas Investment Company, LLCJun 2023 to Mar 2026
- Thompson Financial GroupMay 2023 to Mar 2026
- Liberty University Campus Rec.Jan 2022 to May 2022
- Harbor Shore LandscapingJun 2020 to Aug 2022
- Weconnect InternationalDec 2019 to Jan 2020
- Liberty UniversityAug 2019 to May 2023
- Mcpherson Timberlands LLCJul 2018 to Aug 2019
- AirocommJun 2018 to Aug 2019
- Kid's Korner DaycareAug 2016 to Jun 2019
- Hampden AcademyAug 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (ME).
Oldfield Wealth Partners
Legal name: Oldfield Wealth Partners LLC
$110MAssets managed
93Clients
4Advisers
2 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
- 7772039
- Firm CRD
- 332765