Alexander Koury
Advisor at X Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
X Advisors, LLC
Location
Santa Maria, CA 93455
Credentials
Series 63, Series 65
Industry experience
< 1 year
Fee options
Financial planning services charged on flat fee basis, not to exceed $10,000; retainer not exceeding $1,200 when services cannot be rendered within 6 months; consultation fees may also be flat fees determined case-by-case.
$0+: Up to 2.50% annually (negotiable, maximum) N/A - N/A: Defined Contribution Plan Services: 0.40% to 0.50% annually (negotiable)
Representatives are registered representatives of Independent Financial Group, Inc. and receive commissions for sale of securities and insurance products.
Consultation services hourly rates range from $400 to $500 per hour (negotiable).
Work history
Paxton Consulting Group
2025 - Present (1 year)
Independent Financial Group LLC
2024 - Present (2 years)
ASK Independent LLC
2022 - Present (4 years)
Crunch Fitness
2021 - 2022 (1 year)
Texas Roadhouse
2019 - 2020 (1 year)
Drum Plumbing
2019 - 2019 (1 year)
School
2015 - 2022 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Eric B
CFP®, Series 66
Santa Maria, CA
Edward Jones
Steven F
Series 66
Nipomo, CA
Edward Jones
Brett Z
Series 63, Series 65
Nipomo, CA
Merrill
Brett Zimmer is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients on the Central Coast since 1986. He specializes in managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. Brett holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned his Bachelor of Science degree in Business Administration from Cal Poly State University in San Luis Obispo, CA. Brett has lived on the Central Coast since 1980, where he and his wife, Karen, have raised their four children. In addition to his professional work, Brett serves on the board of his local church. He enjoys a variety of sports and outdoor activities including baseball, football, golfing, hiking, racquetball, swimming, and table tennis.
Jefferson L
Series 66
Santa Maria, CA
Edward Jones
Trent B
CFP®, Series 63, Series 65
Santa Maria, CA
Benedetti Financial, Inc.
Irene T
Series 63, Series 66
Santa Maria, CA
Monarch Wealth Strategies
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