AP
Alexandra L. Percy
COUNTRY CAPITAL MANAGEMENT COMPANY
Decatur, AL 35601
Some features on this profile are disabled
CRD#: 7718958
AP
Professional summary
Alexandra Lee Percy, who also goes by Alex Percy, is a registered financial professional currently at COUNTRY CAPITAL MANAGEMENT COMPANY located in Decatur, Alabama.
Alexandra is registered as a RR (Registered Representative) and started their career in finance in 2023. Alexandra has worked at 1 firm and has passed the Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Alex Percy
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Alexandra Lee Percy'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®
NoneExperience
Current
May 30, 2023 - Present
COUNTRY CAPITAL MANAGEMENT COMPANY
Office #1: 14 Lee St Ne #3, Decatur, AL 35601BD
CRD#: 12060
Decatur, AL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/6/2025)
RR
Georgia(10/31/2025)
RR
Illinois(2/5/2025)
RR
Tennessee(6/20/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 5/30/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CC
COUNTRY CAPITAL MANAGEMENT COMPANY
COUNTRY CAPITAL MANAGEMENT COMPANY | COUNTRY INSURANCE & FINANCIAL SERVICES | COUNTRY FINANCIAL
CRD#: 12060 / SEC#: , 8-12645
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1711 General Electric Road, Bloomington, IL 61704
Mailing Address
P.o. Box 2222, Bloomington, IL 61702-2222
Phone number
(309) 821-5228
Established
Illinois since 08/04/1965
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (31 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| COUNTRY LIFE INSURANCE COMPANY | SHAREHOLDER | |
| BULL, DAVID B | PRINCIPAL OPERATIONS OFFICER | 5287948 |
| DARMSTAEDTER, GEOFFREY FREDERICK | CHIEF COMPLIANCE OFFICER & ANTI-MONEY LAUNDERING COMPLIANCE OFFICER | 5709185 |
| DODDS, ALAN KEITH | VICE PRESIDENT - FINANCE & TREASURER | 5660784 |
| DUNCAN, BRIAN KEITH | CHAIRMAN OF THE BOARD & DIRECTOR | 6904912 |
| ELLERMAN, DOUGLAS JOSEPH | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER | 6096851 |
| FLETCHER, JEREMIAH DEAN | CHIEF INFORMATION SECURITY OFFICER | 6970583 |
| FRERICHS, TROY MITCHELL | CEO, EXECUTIVE REPRESENTATIVE | 4133454 |
| GREEN, DENNIS WAYNE | DIRECTOR | 6904908 |
| HARRIS, TIMOTHY JOHN | EXECUTIVE VICE PRESIDENT OF AGENCY | 3155020 |
| MEISS, DAVID LEE | DIRECTOR | 6904884 |
| SCHUTZ, CHAD KENNETH | DIRECTOR | 6904905 |
| VANCE, JENNIFER LYNN | GENERAL COUNSEL, SECRETARY & CHIEF LEGAL OFFICER | 7040592 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COUNTRY CAPITAL MANAGEMENT COMPANY
CRD#: 12060Decatur, AL 35601TRUST BUT VERIFY
Monitor Alexandra Percy
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
