Alex Dancy Email & Phone Number
Managing Director, Lionscrest Advisors
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Alex Dancy Location
- Nassau, BS
Alex Dancy Work
- 2023 - now Managing Director, Lionscrest Advisors @ Lionscest Advisors, Ltd
- 2017 - 2022 US Wholesaler for Lionscrest Advisors @ Lionscrest Advisors LLC
- 2004 - 2022 Financial Advisor @ Paladin Crest, Inc.
- 2003 - 2004 Financial Advisor @
- 2000 - 2003 National Accounts Manager @
- 1999 - 2000 Director of Sales @ FBC Information Technology
- 1995 - 1999 Director of Sales @ Brittan Communications International, BCI Corp.
Alex Dancy Education
- University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary Analyst™ (The Center for Fiduciary Studies)
2009 - 2011 - Texas Christian University - M.J. Neeley School of Business
BBA (Marketing)
1984 - 1988
Alex Dancy Skills
- Alternative Investments
- Series 63
- Financial Advisory
- Fiduciary
- Financial Planners
- Public Speaking
- Pensions
- Fixed Annuities
- Retirement Planning
- Food
- Financial Planning
- Sales
- Investments
- Business Development
- Series 6
- Finance
- 401k
- 401K Retirement Savings Plans
- Retirement Plan Consulting
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Financial Services
- Wealth Management
- FINRA
- Investment Strategies
- Deferred Compensation
- Defined Benefit
- Financial Analysis
- Wealth
- ERISA
- Retirement
- Series 7
- Employee Benefits
- Securities
- Investment Management
- 401 Retirement Savings Plans
Alex Dancy Summary
- Alex Dancy, based in Nassau, BS, is currently a Managing Director, Lionscrest Advisors at Lionscest Advisors, Ltd. Alex Dancy brings experience from previous roles at Lionscrest Advisors LLC, Paladin Crest, Inc., Raymond James Financial Inc. and ADP. Alex Dancy holds a 2009 - 2011 Accredited Investment Fiduciary Analyst™ in The Center for Fiduciary Studies @ University of Pittsburgh - Joseph M. Katz Graduate School of Business. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Fiduciary, Financial Planners and more. Alex Dancy has 1 mobile phone numbers on RocketReach.
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