SA
Steven Alley
from Alley Company
Steven Alley is a financial advisor based in Illinois, Lake Forest,
with 34 years of experience. Steven currently works for
Alley Company.
Steven maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Steven Alley works at Alley Company
Alley Company is a financial advisory firm based in Lake Forest, Illinois. It currently has approximately $612,037,558 of assets under management and employs about 6 people. Alley Company uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
272 Market Square, Suite 214, Lake Forest, Illinois, 60045
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