CTOs on the Move

Spectrum Financial Alliance Ltd., LLC

www.spectrumalliance.com

 
C. Kelly Buckley, MBA, CFP®, AAMS™ - Founder and Managing Principal of Spectrum Financial Alliance. Spectrum Financial Alliance is a unique, concentrated and predictive asset management firm headquartered in Nicholasville, KY. We serve clients across the nation, while still emphasizing the importance of local ownership and community. We specialize in providing personalized, comprehensive services in the areas of asset management, financial planning, insurance services, and estate planning facilitation. Our clients come from a wide range of backgrounds and income levels. For over 35 years, Kelly Buckley has had the privilege of helping clients build financial security, grow their assets, provide for their childrens ...
  • Number of Employees: 0-25
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

ClearBridge Investments

ClearBridge Investments is a global equity manager with over 60 years of experience in the investment management industry. The company focuses on delivering long-term results through active, research-driven investment strategies across various asset classes. Owned by Franklin Resources, Inc., ClearBridge operates with investment autonomy, allowing it to maintain a unique approach to managing investments. The company offers a range of services, including global equity management and infrastructure investments. ClearBridge specializes in managing global equity portfolios to achieve strong absolute returns while understanding and pricing risks. Its infrastructure investment team, particularly active in Australia, seeks to identify top infrastructure assets in the listed equity market, aiming for strong risk-adjusted returns. ClearBridge is also committed to responsible investing, integrating Environmental, Social, and Governance (ESG) factors into its decision-making process and has been a signatory to the Principles for Responsible Investment since 2008. With a global presence and offices in major cities, ClearBridge manages approximately $189.6 billion in assets and serves a diverse range of investors, including institutional clients and financial advisors.

Raritan State Bank (Inc)

Raritan State Bank (Inc) is a Raritan, IL-based company in the Financial Services sector.

First Trust Bank Mortgage

First Trust Bank Mortgage is a Memphis, TN-based company in the Financial Services sector.

Connecticut Community Bank, N.A.

Connecticut Community Bank, N.A. is a Westport, CT-based company in the Financial Services sector.

Crossroads Bank

Crossroads Bank is a Effingham, IL-based company in the Financial Services sector.