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Willis "Rocky" AlexanderOwner/Investment Advisor Representative
Phone: 281-357-8788
Rocky Alexander is the owner and general partner of Petra Benefits Financial Services, LP. He is an Investment Advisor representative with Royal Alliance Associates Inc and has the Series 6, 63, and 65 Securities registrations, in addition to a Life & Health license. In addition to managing the firm, Rocky focuses on the asset management of small business owners and their customized employee benefit packages, as well as individual retirement plans. His specialty is financial planning with a focus on retirement income and estate preservation.
Rocky graduated from Texas Tech University in 1975 with a Bachelor of Science degree in Mechanical Engineering. He worked as an engineer in the oil and gas industry for 18 years and obtained a Professional Engineer designation. Rocky is involved in the local community, where he is active in the Tomball Area Chamber of Commerce and serves as a Precinct Chairman and as an Election Judge in Montgomery County. Rocky is very active in his church. In his free time, he enjoys target shooting, hunting, and spending time with his grandchildren. Rocky values and enjoys building relationships. Likewise, he takes a personal interest in each of his clients.
 About Us
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*Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA, SIPC, and a Registered Investment Advisor.
Insurance services offered are independent of Royal Alliance Associates, Inc.
Petra Benefits Financial Services, LP is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor.
This communication is strictly intended for individuals residing in the states of Oklahoma, Texas, and Washington. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. |
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