Louise Alexander
Investment adviser representative at Gates Pass Advisors, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$207.6MFirm 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
20 years in the industry.
- Gates Pass Advisors, LLCJun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to Jun 2026
- Newground Social InvestmentJan 2025 to May 2025
- O'meara Financial GroupJul 2024 to Dec 2024
- Design RealtyJan 2024 to Jun 2024
- Piers Island, LLCApr 2020 to Jun 2024
- Forever FinancialSep 2019 to Mar 2020
- Certified Financial Planner (cfp) DesignationAug 2018 to Aug 2019
- Indianapolis Symphony OrchestraJan 2006 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Gates Pass Advisors, LLC
$207.6MAssets managed
69Clients
3Advisers
4 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
- 7955496
- Firm CRD
- 269983