Colin Ragsdale (CRD# 7506920) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Virginia Beach, VA and has over 2 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alera Investment Advisors | Deerfield, IL | Jul 2023 - Current | < 1 |
| The Ascent Group, LLC | Virginia Beach, VA | Jul 2021 - Current | 2 |
| Harbor Group International | Norfolk, VA | Nov 2020 - Jul 2021 | < 1 |
| Kpmg, LLP | Virginia, VA | Aug 2018 - Oct 2020 | 2 |
| Greenbrier Christian Academy | Chesapeake, VA | Jun 2018 - Aug 2018 | < 1 |
| Liberty University | Lynchburg, VA | Aug 2017 - May 2018 | < 1 |
| Virginia Beach City Public Schools | Virginia Beach, VA | Jun 2017 - Aug 2017 | < 1 |
| Liberty University | Lynchburg, VA | Aug 2016 - May 2017 | < 1 |
| Townebank | Suffolk, VA | May 2016 - Aug 2016 | < 1 |
| Liberty University | Lynchburg, VA | Aug 2015 - May 2016 | < 1 |
| Southeastern Physical Therapy | Chesapeake, VA | Jun 2015 - Aug 2015 | < 1 |
| Liberty University | Lynchburg, VA | Aug 2014 - May 2015 | < 1 |
| Greenbrier Christian Academy | Chesapeake, VA | Feb 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- VA
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Total Assets Under Management2,732MILLIONS
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Total Number of Accounts3,323ACCOUNTS
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Average Account Value$822,251
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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