Colby Whitley (CRD# 6933557) is an Investment Advisor Representative working at Alliancebernstein LP in Nashville, TN and has over 4 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sanford C. Bernstein & Company, LLC | Nashville, TN | Dec 2021 - Current | 2 |
Bank Of America N.a. | Franklin, TN | Dec 2019 - Dec 2021 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Franklin, TN | Apr 2018 - Dec 2021 | 3 |
Suntrust Bank | Brentwood, TN | Oct 2016 - Mar 2018 | 1 |
Amy Cross Nance, Atty At Law | Franklin, TN | Jan 2016 - Oct 2016 | < 1 |
Travel | Europe, | Sep 2015 - Jan 2016 | < 1 |
Natural Body Shoppe | Atlanta, GA | May 2012 - Aug 2015 | 3 |
University Of Alabama | Tuscaloosa, AL | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- TN
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Total Assets Under Management651,482MILLIONS
-
Total Number of Accounts62,140ACCOUNTS
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Average Account Value$10,484,100
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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