Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alecia? Claim Your ProfileAlecia Fisher Dougherty is a financial advisor currently registered with Naviter Wealth, LLC, based in Little Rock, Arkansas. Alecia has been in the financial industry since 2007. Alecia is a Certified Financial Planner (CFP®) and holds several professional licenses, including Series 7, Series 10, Series 9, and Series 66. She is also licensed to sell insurance. Alecia has a strong background in portfolio management, financial planning, and pension consulting. Alecia has worked with a wide range of clients, including high-net-worth individuals, families, and businesses. She is committed to providing personalized financial advice and helping clients achieve their financial goals. Alecia has previously worked at Cambridge Investment Research, Inc. and Leigh Baldwin & Co., LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
04/14/2023 - Present
Naviter Wealth, LLC (LITTLE ROCK AR)
NY
02/01/2018 - 04/26/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Rochester NY)
NY
12/04/2013 - 12/04/2017
LEIGH BALDWIN & CO., LLC (ROCHESTER NY)
NY
09/24/2007 - 10/30/2013
FIDELITY BROKERAGE SERVICES LLC (ROCHESTER NY)
BOTH
Issued 01/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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