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Alexandria Anne Kemp

FINANCIAL INSIGHTS INC·TACOMA, Washington
Clean record13 years registeredFINANCIAL INSIGHTS INC
1551 BROADWAY, TACOMA, WA 98402CRD# 6209364Firm CRD# 108797

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexandria Anne Kemp · TACOMA, WA
Registration
CRD #6209364 · FINANCIAL INSIGHTS INC · 13 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

Registration record
First registered · June 10, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL INSIGHTS INC
CRD 108797 · SEC 801-21624
AUM
$789M
Regulatory assets under management
Employees
16
2,079 client accounts
Services offered by FINANCIAL INSIGHTS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Alexandria Anne Kemp offer?
Alexandria Anne Kemp specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TACOMA, Washington for a consultation.
What are Alexandria Anne Kemp's credentials?
Alexandria Anne Kemp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexandria Anne Kemp located?
Alexandria Anne Kemp is based in TACOMA, Washington, working with FINANCIAL INSIGHTS INC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Alexandria Anne Kemp charge for services?
Alexandria Anne Kemp's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL INSIGHTS INC?
FINANCIAL INSIGHTS INC has approximately 16 employees and manages $789M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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