Joseph Lacy carr Churchill
Investment adviser representative at Alliancebernstein L.P.
13 yearsExperience
1 stateRegistered in
$763.4BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Alliancebernstein L.P.Sep 2024 to now
- Crescent Wealth Advisory, LLCJun 2019 to now
- Crescent Wealth Management, Inc.Jun 2019 to now
- Northwestern MutualOct 2018 to May 2019
- UnemployedAug 2018 to Oct 2018
- The Simon Law FirmFeb 2018 to Jul 2018
- UnemployedMay 2017 to Jan 2018
- Costar GroupJun 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Alliancebernstein L.P.
$763.4BAssets managed
30,285Clients
516Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7012866
- Firm CRD
- 108477