Alyssa
Book
Family Legacy, Inc
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About this Advisor
Alyssa Book is a financial advisor based in Greenville, South Carolina, working with Family Legacy, Inc. Alyssa has previously held positions at Family Legacy, Inc, Family Legacy Business Services Inc, Cherry Bekaert, Walt Disney Company, and University Of Georgia. Alyssa has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Alyssa is part of Family Legacy, Inc, which operates out of Greenville, South Carolina. The firm has 10 employees and manages assets totaling $300.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Family Legacy, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Family Legacy, Inc Brokerage Details
$300,061,500
10
248
$1,209,925
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Alyssa Book Work History
Family Legacy, Inc
Family Legacy Business Services Inc
Cherry Bekaert
Walt Disney Company
University Of Georgia
Disclosures
Please visit the SEC profile of Alyssa Book to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Family Legacy, Inc
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
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