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RIA / WealthAdvisor28 years in industry

KEVIN DALE ALEXANDER

Advisor at ALEXANDER ADVISORY SERVICES, LLC

KNOXVILLE, TN

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Search this name across graphsid dfx:ria:3d0fd79f-8a14-69ce-c7fb-81d3e6a86a3c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 14, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALEXANDER ADVISORY SERVICES, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Jul 2, 1998
First registration: May 14, 2012
Dual registered: no
IAPD individual key: 3081345

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALEXANDER ADVISORY SERVICES, LLC	State registered	Sep 12, 2019	n/a	yes	KNOXVILLE, TN	Current employment
CAPITAL RETIREMENT PLANNING, LLC	State registered	Nov 8, 2017	Sep 16, 2019	no	Christiansburg, VA	Previous registration
CREATIVE FINANCIAL DESIGNS, INC.	Bd affiliated wealth	Jan 2, 2013	Dec 31, 2016	no	CHRISTIANSBURG, VA\|KOKOMO, IN\|Lenoir City, TN\|Christiansburg, VA	Previous registration
ALEXANDER ADVISORY SERVICES, LLC	n/a	May 14, 2012	Dec 31, 2012	no	CHRISTIANSBURG, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL RETIREMENT PLANNING, LLC	ALEXANDER ADVISORY SERVICES, LLC	Sep 16, 2019	Sep 12, 2019	-4	Firm change	Other
CREATIVE FINANCIAL DESIGNS, INC.	CAPITAL RETIREMENT PLANNING, LLC	Dec 31, 2016	Nov 8, 2017	312	Firm change	Other
ALEXANDER ADVISORY SERVICES, LLC	CREATIVE FINANCIAL DESIGNS, INC.	Dec 31, 2012	Jan 2, 2013	2	Firm change	Other

Relationships

Registered with (4)

→ ALEXANDER ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Sep 12, 2019 to presentfactForm ADV
→ CAPITAL RETIREMENT PLANNING, LLCRegistered adviserregistration: previous registration
Nov 8, 2017 to Sep 16, 2019factForm ADV
→ CREATIVE FINANCIAL DESIGNS, INC.Registered adviserregistration: previous registration
Jan 2, 2013 to Dec 31, 2016factForm ADV
→ ALEXANDER ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
May 14, 2012 to Dec 31, 2012factForm ADV

Dated events

No dated event names this entity yet.