Lorrie Allegra
Market Strategist at BT Wealth Management LLC
Lorrie Allegra active positions
Companies | Position | Start | End |
---|---|---|---|
BT Wealth Management LLC
BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Market Strategist | - | - |
Career history of Lorrie Allegra
Former positions of Lorrie Allegra
Companies | Position | Start | End |
---|---|---|---|
Lincoln Lee Investments LLC
Lincoln Lee Investments LLC Investment ManagersFinance Lincoln Lee Investments LLC provides investment services. The American company was founded by Joseph C. Allegra. Joseph C. Allegra has been the CEO since incorporation. | Corporate Officer/Principal | - | - |
Training of Lorrie Allegra
American University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Market Strategist | 1 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
BT Wealth Management LLC
BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Finance |
Lincoln Lee Investments LLC
Lincoln Lee Investments LLC Investment ManagersFinance Lincoln Lee Investments LLC provides investment services. The American company was founded by Joseph C. Allegra. Joseph C. Allegra has been the CEO since incorporation. | Finance |
- Stock Market
- Insiders
- Lorrie Allegra
- Experience