Alan Hartley (CRD# 5554735) is an Investment Advisor Representative working at Black Cypress Capital in Ponte Vedra Beach, Fl, FL and has 1 year of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Black Cypress Capital Management, LLC | Jacksonville, FL | Jul 2009 - Current | 14 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management221MILLIONS
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Total Number of Accounts132ACCOUNTS
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Average Account Value$1,677,722
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, SC
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