Alisa L. Livesay

ALC INVESTMENT ADVISORY SERVICES

Dayton, OH

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CRD#: 3126318

Professional summary

Alisa Lynn Livesay, CFP®, who also goes by Alisa Lynn Cheatham, Alisa Cheatham, Alisa Livesay, is a registered financial advisor currently at ALC INVESTMENT ADVISORY SERVICES, LLC located in Dayton, Ohio.

Alisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Alisa has worked at 5 firms and has passed the Series 66, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alisa Lynn Cheatham | Alisa Cheatham | Alisa Livesay

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) ALC FINANCIAL SERVICES, LLC; PRESIDENT & OWNER-MEMBER; ACCOUNTING, TAX PREPARATION & CONSULTING; 2/1998 TO PRESENT, 20 HRS/MO, $500 MONTHLY COMP. 2) HOME AID PATNERS, LLC - OH DOMESTIC, LLC; OWNER-MEMBER; PERSONAL REAL ESTATE INVESTMENT - REHAB & RESELL; 1 HR/MO 12/2004 TO PRESENT. 3) JOYFUL BEADS, LLC - OH DOMESTIC LLC; OWNER-MEMBER; PRODUCTION & DESIGN OF BEADED JEWELRY AND ACCESSORIES; 25HRS/MO, 08/2005 -PRESENT. 4) INSURANCE AGENT; PROPRIETOR; SALE OF INSURANCE; LESS THAN 5HRS/MO, 09/2003 TO PRESENT. ADDRESS FOR ABOVE BUSINESSES: 7317 WHITEHALE DR. DAYTON, OH 45459

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alisa Lynn Livesay's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

July 18, 2006 - Present

ALC INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 140418

Dayton, OH

Past

January 3, 2006 - June 2, 2006

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

MIAMISBURG, OH

Past

September 15, 2004 - September 30, 2005

DEAN FINANCIAL SERVICES

RIA

CRD#: 129679

DAYTON, OH

Past

September 14, 2004 - September 30, 2005

2480 SECURITIES LLC

CRD#: 41964

DAYTON, OH

Past

September 24, 2003 - August 30, 2004

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

CENTERVILLE, OH

Past

September 22, 2003 - August 30, 2004

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/18/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/22/2003

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/1/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/19/2003

General Securities Representative Examination

Current Firm

ALC INVESTMENT ADVISORY SERVICES, LLC

ALC INVESTMENT ADVISORY SERVICES, LLC | MOSAIC STRATEGIC PARTNERS LLC

CRD#: 140418 / SEC#:

Ohio

Registered Investment Advisory firm - (7/17/2006 Approved)

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Contact information

Main Address

Dayton, OH

Mailing Address

Phone number

(937) 609-9052

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Alisa L. Livesay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alisa Lynn Livesay's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALC INVESTMENT ADVISORY SERVICES, LLC

SECURITIES SERVICE NETWORK, LLC

DEAN FINANCIAL SERVICES

2480 SECURITIES LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2003

Series 65

Date: 9/1/1998

Series 7

Date: 9/19/2003

Current Firm

ALC INVESTMENT ADVISORY SERVICES, LLC

Contact information

Documents

Red Flags

Company Information

ALC INVESTMENT ADVISORY SERVICES, LLC

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