Alyssa Srey (CRD# 7094572) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Murfreesboro, TN and has 1 year of experience in the finance industry.
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 4767570
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Virtue Capital Management, LLC | Brentwood, TN | May 2024 - Current | < 1 |
Kennedy Wealth Design | Murfreesboro, TN | Nov 2021 - May 2024 | 2 |
Boston Scientific | Murfreesboro, TN | Dec 2020 - Nov 2021 | < 1 |
Maid In Tennessee | Murfreesboro, TN | Aug 2019 - Dec 2020 | 1 |
Student | Murfreesboro, TN | Aug 2011 - May 2020 | 8 |
Rutherford County Chamber | Murfreesboro, TN | Aug 2019 - Oct 2019 | < 1 |
Gulfstream Aerospace | Murfreesboro, TN | May 2019 - Aug 2019 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2024 |
- TN
-
Total Assets Under Management787MILLIONS
-
Total Number of Accounts6,111ACCOUNTS
-
Average Account Value$128,861
- 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
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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