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professional profile

William Joseph Alexander

AgentIAR Dallas, TX CRD 5553208 Last verified October 2026

Overview

William Joseph Alexander is an insurance agent and an investment adviser representative based in Dallas, TX, with 20 years in the industry.

Years in the industry
20
States licensed
2
States registered
1
Carrier appointments
19

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Licensed in 2 states
  • Registered in 1 state
  • Producer
  • Series 65

2 lines of authority, with every state and its dates

Firms

  • Transce3nd LLCCurrent firm
  • Alexander Financial Management LlcCurrent firm

Employment history since 2008

Carriers

19 active carrier appointments

Book and practice

Firm assets under management on file

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