Lorrie Allegra
Market Strategist at BT Wealth Management LLC
Network origin in Lorrie Allegra first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lorrie Allegra via their personal network
| Company | Sector | Related people | Main position |
|---|
Statistics
International
Sectoral
Operational
| Analyst-Equity | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Crews Kay | 1 |
- Stock Market
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- Lorrie Allegra
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