professional profile
Charles Thomas Lee Alvey III, CFP
Overview
Charles Thomas Lee Alvey III is an insurance agent and an investment adviser representative based in Louisville, KY, with 9 years in the industry.
- Years in the industry
- 9
- States licensed
- 6
- States registered
- 2
- Carrier appointments
- 9
Contact
1 business email and 3 phone numbers on file
Registrations and licenses
- Licensed in 6 states
- Registered in 2 states
4 lines of authority, with every state and its dates
Firms
- Oneascent Financial Services LLCCurrent firm
Employment history since 2017
Carriers
9 active carrier appointments
Book and practice
Firm assets under management on file
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