Alan KirbyCRD Number: 6010124
Current Firm: Horter Investment Management, LLC
Alan Kirby (CRD# 6010124) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cookeville, TN and has over 5 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Lpl Financial LLC
Fsc Securities Corporation
|Horter Investment Management||Cincinnati, OH||Jun 2015 - Current||1|
|Ridgebrooke Investment Planning||Cookeville, TN||May 2013 - Current||3|
|Royal Fund Management, LLC||Cookeville, TN||May 2013 - Jun 2015||2|
|American Elite Retirement||West Des Moines, IA||Dec 2011 - May 2013||1|
|Senior Advisor Services||Cookeville, TN||Jan 2008 - May 2013||5|
|Cumberland Auto Group||Cookeville, TN||Jul 1994 - Jan 2008||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2011|
Total Assets Under Management1,016MILLIONS
Total Number of Accounts13,925ACCOUNTS
Average Account Value$72,992
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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