Colin
Ragsdale
Alera Investment Advisors, LLC
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About this Advisor
Colin Ragsdale is a financial advisor based in Virginia Beach, Virginia, working with Alera Investment Advisors, LLC. Colin has previously held positions at The Ascent Group, LLC, Harbor Group International, Kpmg, Llp, Greenbrier Christian Academy, Virginia Beach City Public Schools, Townebank, Southeastern Physical Therapy, Liberty University, and Alera Investment Advisors. Colin has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Colin is part of Alera Investment Advisors, LLC, which operates out of Virginia Beach, Virginia. The firm has 10 offices and 64 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. 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, selection of other advisers, and educational seminars. The fee structure at Alera Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alera Investment Advisors, LLC Brokerage Details
$2,732,341,341
64
3,323
$822,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Colin Ragsdale Work History
Alera Investment Advisors
The Ascent Group, LLC
Harbor Group International
Kpmg, Llp
Greenbrier Christian Academy
Virginia Beach City Public Schools
Liberty University
Townebank
Liberty University
Southeastern Physical Therapy
Liberty University
Liberty University
Disclosures
Please visit the SEC profile of Colin Ragsdale 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 Alera Investment Advisors, LLC
Tacoma, WA
St. Petersburg, FL
Deerfield, IL
Deerfield, IL
Chicago, IL
Deerfield, IL
Englewood, CO
Virginia Beach, VA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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