Alexander Investment Services (AIS) was founded in Louisville by Roy Alexander in 1965. His success benefited in part from the 1962 establishment and growth of Keogh retirement plans for small businesses and professionals. Today, 65% of the firm's clients are medical and dental practices followed by independent businesses.
Although Roy passed away in 1996, his legacy of providing quality financial advice and investment success lives on. Roy's emphasis on client relationships and customized support continues to inspire and guide us in providing service excellence. AIS has grown into one of the largest independent broker-dealer and investment advisory firms in the Kentuckiana area and is licensed to conduct business in nine States.
Although Roy passed away in 1996, his legacy of providing quality financial advice and investment success lives on. Roy's emphasis on client relationships and customized support continues to inspire and guide us in providing service excellence. AIS has grown into one of the largest independent broker-dealer and investment advisory firms in the Kentuckiana area and is licensed to conduct business in nine States.
Services
Alexander Investment Services was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to help every client achieve financial stability and security as they move toward and then enjoy their retirement years. Our staff consists of experienced professionals who take a "hands on" approach to financial guidance.
Andy joined AIS in 1993. For 27 years, he worked in electronics and life sciences manufacturing; then later in sales and marketing management for medical start-ups. His professional licenses include FINRA Series 7, 24, 63, and life, health, and variable annuity. He has a BS from Fordham University and a MBA in Finance from the University of Pittsburgh.
Alexander Investment Services ("AIS") was founded in Louisville, Kentucky by Roy Alexander in 1965. AIS is registered with the Securities and Exchange Commission (SEC) as both a licensed broker-dealer (BD) and a Registered Investment Advisor (RIA). Our firm is one of the largest independent broker-dealer and investment advisory firms in the state of Kentucky.
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Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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