Kally Alkire (CRD# 6726818) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 7 years of experience in the finance industry. Kally Alkire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5887508
Fisher Investments
CRD# 4955124
Fisher Investments
CRD# 5268736
Aber Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Act Wealth Management | Plano, TX | Jul 2016 - Current | 7 |
| Ann Taylor Loft | Dallas, TX | Oct 2013 - Nov 2018 | 5 |
| Bsn Sports | Farmers Branch, TX | Jul 2014 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- NM
- TX
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Total Assets Under Management395MILLIONS
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Total Number of Accounts487ACCOUNTS
-
Average Account Value$810,847
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, IL, LA, NC, NH, NJ, NM, NV, PA, TX, VA
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