Colin Ragsdale (CRD# 7506920) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Virginia Beach, VA and has 1 year 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 Management1,156MILLIONS
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Total Number of Accounts3,177ACCOUNTS
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Average Account Value$363,759
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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