Alex Baskervill, CFP®

Alex Baskervill, CFP®

Branch Banker

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location of Alex Baskervill, CFP®Alexandria, Virginia, United States

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  • Timeline

  • About me

    Financial Consultant at Truist Wealth

  • Education

    • North Carolina State University

      2007 - 2011
      Bachelor’s Degree Business Management
  • Experience

    • BB&T

      Jan 2013 - Jan 2015
      Branch Banker
    • BB&T

      Sept 2015 - Feb 2021
      Investment Associate
    • Truist Wealth

      Feb 2021 - now

      Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not acceptpurchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., memberFINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities andinsurance products or annuities sold, offered or recommended by Truist Investment Services are not adeposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency andmay lose value. Not all products and services are available in all states and financial advisors for TruistInvestment Services may only conduct business in states and jurisdictions where they are properlyregistered. Therefore, a response for information may be delayed. Investors outside of the United States aresubject to additional securities and tax regulations within their applicable jurisdictions that are not addressedon this site. For more information please contact your financial advisor. For additional important disclosures,please visit: https://www.truist.com/wealth/tis-disclosure Show less

      • Financial Consultant

        Dec 2021 - now
      • Registered Client Service Associate

        Feb 2021 - Dec 2021
  • Licenses & Certifications

    • Series 7

      FINRA
    • Series 6

      FINRA
      Oct 2015
    • Series 65

      FINRA
      Jan 2016
    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Aug 2023
      View certificate certificate
    • Series 63

      FINRA
      Nov 2015