Alisa Lynn Livesay

Employer firm

Alc Investment Advisory Services, LLC CRD 140418

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  University Of Dayton
  Dayton, OH
• 08/1998 → Present
  Alc Fnancial Services
  Dayton, OH

Previous Registrations

• 2004-09-15 → 2005-09-30
  Dean Financial Services
  Dayton, OH
• 2003-09-24 → 2004-08-30
  Equitable Advisors, Llc
  Centerville, OH

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2003-09-22
• S65 Uniform Investment Adviser Law Examination
  1998-09-01

Designations

• Certified Financial Planner

Other Names

• Alisa Lynn Cheatham
• Alisa Cheatham
• Alisa Livesay