![Lorrie Allegra](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Lorrie Allegra
Market Strategist at BT Wealth Management LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Crews Kay | M | - |
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. | 2 years |
Connections Chart
Multi-company connection
Statistics
Country | Connections | % of total |
---|---|---|
United States | 1 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Lorrie Allegra
- Personal Network