SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.

SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. of NICHOLASVILLE, KY is an SEC-registered investment adviser (CRD 125147). Regulatory assets under management: $800.5M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Corporations, Other.

Officers, owners & control persons (9)

NameRoleLocation
Charles Kelly BuckleyMANAGING MEMBER AND MANAGING DIRECTOR FOR ASSET MANAGEMENT; CHIEF COMPLIANCE OFFICERNICHOLASVILLE, KY
BUCKLEY CHARLES KELLYMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND MANAGING DIRECTOR FOR ASSET MANAGEMENT; MANAGING MEMBER AND MANAGING DIRECTOR FOR ASSET MANAGEMENT; CHIEF COMPLIANCE OFFICER (+2 more)
WOODS JOHN PMANAGING DIRECTOR FOR INSURANCE PLANNING
NORFLEET BARRY WAYNECHIEF OPERATING OFFICER & GENERAL COUNSEL
WOODS JOSEPH PAYTONMANAGING DIRECTOR FOR INSURANCE PLANNING
NORFLEET BARRY WCHIEF OPERATING OFFICER & GENERAL COUNSEL
MUNCY JEFF LMANAGING DIRECTOR FOR TAX PLANNING & PREPARATION
MUNCY JEFFERY LYNNMANAGING DIRECTOR FOR TAX PLANNING & PREPARATION
EDNEY CHRISTOPHER BRIANSENIOR PORTFOLIO ANALYST; CHIEF COMPLIANCE OFFICER

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