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Kally Jo Alkire

ACT Wealth Management, LLC

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About Kally Jo Alkire

Kally Alkire is an Investment Advisor Representative associated with Act Wealth Management, LLC, based in ALLEN, TX. Kally holds the Series 65 license and is a Certified Financial Planner. Kally has been a registered Investment Advisor Representative since November 2016.

Firm Information

Kally Alkire is currently registered with ACT Wealth Management, LLC. ACT Wealth Management, LLC is a registered investment advisor based in ALLEN, TX. The firm has 4 investment adviser representatives and manages approximately $394,882,590 in regulatory assets under management. ACT Wealth Management provides portfolio management for individuals and pension consulting services. They primarily serve high-net-worth individuals and other individuals. The firm's website can be found at HTTPS://WWW.ACTWEALTHMANAGEMENT.COM.
ACT Wealth Management, LLC

ONE BETHANY EAST

ALLEN, TX 75013

$394.88M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kally Alkire’s Registration & Firm History

TX

11/16/2016 - Present

ACT Wealth Management, LLC (ALLEN TX)

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Licenses & Designations

IA

Issued 11/16/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kally Jo Alkire.
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