Alisa Livesay (CRD# 3126318) is an Investment Advisor Representative working at Alc Investment Advisory Services, LLC in Dayton, OH and has over 25 years of experience in the finance industry. Alisa Livesay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| University Of Dayton | Dayton, OH | Jan 2005 - Current | 19 |
| Alc Fnancial Services | Dayton, OH | Aug 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- OH
-
Total Assets Under Management1MILLIONS
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Total Number of Accounts4ACCOUNTS
-
Average Account Value$168,725
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
OH
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