Alexa
Alcala
Green Square Capital Advisors, LLC
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About this Advisor
Alexa Alcala is a financial advisor based in Memphis, Tennessee who has 1 year of relevant experience. Alcala is an employee of Green Square Capital Advisors, LLC. Their career trajectory has included roles at Green Square Capital Advisors LLC, First Horizon Bank and Beale Street Blues Company. Alcala has a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Tennessee. Green Square Capital Advisors, LLC is a firm operating out of Memphis, TN. The investment advisory business has a total of 11 advisors. It oversees $1 billion in assets under management between its 992 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 992 accounts, 92% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely vary depending on the type of financial services. However, fee types charged by Green Square Capital Advisors, LLC may include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Green Square Capital Advisors, LLC Brokerage Details
$1,227,657,292
11
992
$1,237,558
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Alexa Alcala Work History
Alexa has been registered as a financial advisor for 1 years.*
Green Square Capital Advisors LLC
First Horizon Bank
Beale Street Blues Company
*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 Alexa Alcala 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 Green Square Capital Advisors, LLC
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
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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