Agent Resources > About Us > Leadership Team > Richard Alexander, MBA
Richard Alexander, MBA
Richard Alexander
Financial Professional
256-520-9730  |  RichardAlexander@AHFplanners.com

 

Richard Alexander is a Financial Professional with American Heritage Financial in the Birmingham, AL office. With over 8 years of experience serving the Alabama, Georgia, and Florida areas, Richard is passionate about helping people change their lives for the better by aiding them with Long Term Care and Retirement strategies.  Richard currently holds his FINRA Series 6 and Series 63 licenses and has an MBA in Finance and Marketing through the University of Chicago, and a BS in Accounting and Financial through Illinois Institute of Technology. Richard is affiliated with the North Alabama African American Chamber and the Madison City Alabama Chamber of Commerce. While Richard dedicates his life to helping others, he also enjoys spending time with his wife, Bonnie, his children Brianna Monet and Richard Leonardo, and his granddaughter Reina LeeAnn. He actively works with the Lions Club, Alabama A&M, Community Dev. Corp as the VP, and at the Illinois Institute of Technology African American Alumni as the Board Treasurer.

Our Locations

Pensacola, Florida
Auburn, Alabama
Palm Bay, Florida
Tallahassee, Florida
Columbia, South Carolina
Birmingham, Alabama
Fort Walton Beach, Florida
*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.   American Heritage Financial, LLC may conduct life insurance and securities business in Florida and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.   Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, American Heritage Financial, LLC, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.  
Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company.  
Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.
Login