Alyssa Standard Book
Investment adviser representative at Family Legacy, Inc.
15 yearsExperience
1 stateRegistered in
$377.3MFirm assets
31 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Family Legacy, Inc.Feb 2022 to now
- Family Legacy Business Services IncNov 2021 to now
- Cherry BekaertJan 2019 to Oct 2021
- Walt Disney CompanyJun 2018 to Nov 2018
- University of GeorgiaJan 2011 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (SC).
Family Legacy, Inc.
$377.3MAssets managed
257Clients
7Advisers
31 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
- 7511442
- Firm CRD
- 110945