Steven Alley (CRD# 1197753) is an Investment Advisor Representative working at Alley Company in Lake Forest, IL and has over 33 years of experience in the finance industry.
CRD# 6971377
Edward Jones
CRD# 4707914
Edward Jones
CRD# 6633538
Huntington Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alley Investment Management Company, LLC | Lake Forest, IL | Jan 2022 - Current | 2 |
| Alley Company, LLC | Lake Forest, IL | Mar 1998 - Dec 2021 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1990 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1998 |
- IL
-
Total Assets Under Management765MILLIONS
-
Total Number of Accounts402ACCOUNTS
-
Average Account Value$1,904,162
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, MN, TX
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