Alan Kirby, financial advisor Cookeville TN
90 score

Alan Kirby

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Alan Kirby
Phone Number: 513-984-9933
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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