Alex Van Iderstine has been an investment adviser representative at Laffer Tengler Investments since July 2024, and is not listed among the firm’s executive officers or direct owners.
Laffer Tengler Investments, Inc. is a Nashville, TN firm with $800M under management, 276 clients and 13 advisers across 6 offices, as of its March 2026 filing.
- – present · 2 yearsScottsdale, AZ · Adviser representative · Firm CRD 108068
Investment adviser representative registrations
Alex Van Iderstine is registered as an investment adviser representative in 2 states. The first approvals date from July 2024; the most recent is Arizona, in August 2024.
- ArizonaSince 12 August 2024
- TexasSince 12 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 21 August 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 August 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- CRD
- 6783028
- Firm
- Laffer Tengler Investments · CRD 108068
- Office
- 6730 N. Scottsdale Road Suite 230, Scottsdale, AZ 85253
- Registration
- Investment adviser registration
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Alex Van Iderstine work?
Alex Van Iderstine is an investment adviser representative registered through Laffer Tengler Investments, Inc. since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Alex Van Iderstine a financial advisor?
Yes. Alex Van Iderstine has a current investment-adviser registration in Arizona and Texas, through Laffer Tengler Investments since July 2024.
How many years of experience does Alex Van Iderstine have?
Alex Van Iderstine has 6 years in the financial industry, since May 2020, across 1 adviser firm.
What exams has Alex Van Iderstine passed?
Alex Van Iderstine has passed 2 licensing exams: the Series 63 and Series 7. The earliest, the Series 63, was passed in August 2017. FINRA credited Alex Van Iderstine with the SIE, which began in October 2018.
Where is Alex Van Iderstine based?
Alex Van Iderstine’s registered office is in Scottsdale, AZ.
Is Alex Van Iderstine registered with FINRA?
No. Alex Van Iderstine has no current broker registration.
How can I verify Alex Van Iderstine’s record?
Search CRD 6783028 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alex Van Iderstine’s full registration record.
