Alyssa
Book
Family Legacy, Inc
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About this Advisor
Alyssa Book is a financial advisor working out of Greenville, South Carolina who has 1 year of industry experience. Book currently works for Family Legacy, Inc. Over the course of their career, they have held roles at Family Legacy, Inc, Family Legacy Business Services Inc, Cherry Bekaert, Walt Disney Company and University Of Georgia. Book maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in South Carolina. Family Legacy, Inc is a registered investment company operating out of Greenville, SC. It oversees $260 million in assets across its 243 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 243 customer accounts, just 11% belong to high-net-worth clients who have greater than $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees for financial management usually depend on the financial services offered. Fees charged by Family Legacy, Inc likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Family Legacy, Inc Brokerage Details
$259,935,748
10
243
$1,069,694
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
Alyssa has been registered as a financial advisor for 1 years.*
Family Legacy, Inc
Family Legacy Business Services Inc
Cherry Bekaert
Walt Disney Company
University Of Georgia
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Greenville, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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