Alan Kirby
CRD Number: 6010124
Current Firm: Ridgebrooke Capital Management LLC
Alan Kirby (CRD# 6010124) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Knoxville, TN and has over 11 years of experience in the finance industry.
CRD# 4860131
Cetera Investment Advisers LLC
CRD# 5440893
Stifel, Nicolaus & Company, Incorporated
CRD# 849391
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ridgebrooke Capital Management LLC | Cookeville, Knoxville, TN | Nov 2020 - Current | 3 |
| Ridgebrooke Retirement Planning, LLC | Cookeville, Knoxville, TN | May 2013 - Current | 10 |
| Virtue Capital Management, LLC | Brentwood, TN | May 2018 - Nov 2020 | 2 |
| Horter Investment Management | Cincinnati, OH | Jun 2015 - Apr 2018 | 2 |
| Royal Fund Management, LLC | The Villages, FL | May 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- TN
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts251ACCOUNTS
-
Average Account Value$147,848
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TN
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. This message is intended only for the use of the person(s) (intended recipient) to whom it is addressed. It may contain information that is privileged and confidential. If you are not the intended recipient, please reply to the sender as soon as possible and delete the message from your computer. Any dissemination, distribution, copying, or other use of this message or any of its content by a person other than the intended recipient is strictly prohibited. VCM and RidgeBrooke are separate and independent entities.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.