Ivey Lake

About Ivey Lake

I am an partner at Alliance Wealth Advisors, a wealth management firm that provides full-service financial planning. A graduate of Auburn University, I received a degree in Finance. I believe through my experience, I have touched lives and established a reputation with my clients for my sound knowledge and experience in providing financial advice to guide clients working towards their long-term financial objectives. I have built my reputation and relationship with my clients on trust, integrity, and honesty. I strongly believe that through strategic savings plans, everybody can pursue their personal financial goals. Part of my practice includes empowering women to solidify their financial future. I strive to help solve the three main obstacles women must work to overcome: longer lifespan, less amount of years worked, and unequal compensation. I reside in Birmingham, AL and am a loving mother to my daughter. I am very active in my community and church. Also, I am extremely passionate and involved in philanthropy. I am an active supporter and volunteer of the Special Equestrians organization.

Experience

1. Private Wealth Advisor

   Alliance Wealth Advisors

   Sep 2014 — Present · Birmingham, AL, US

   I offer individualized services and customized solutions to professionals seeking financial direction. Through our relationship, you will gain access to a network of financial professionals in areas such as estate planning, employee benefits, and much more. Regain your life and work to protect your family’s future.Ivey de la Torre is registered with and securities offered through Kovack Securities, Inc. Member FINRA/SIPC. Kovack Securities Corporate Headquarters: 80••••••78 | kovacksecurities.com Investment Advisory services offered through Kovack Advisors, Inc. Alliance Wealth Advisors is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.\"Likes\", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Ivey de la Torre and/or Alliance Wealth Advisors; positive reviews of experiences with the Ivey de la Torre and/or Alliance Wealth Advisors may not reflect the experience of all, oreven most, clients. Visitors to this page should not write positive reviews of their experience with either as such testimonials may be prohibited under state and federal securities laws. The information made available by clicking these links is provided strictly as a courtesy. Ivey de la Torre and/or Alliance Wealth Advisors do not represent that the information provided by any link is complete or accurate, nor is Ivey de la Torre and/or Alliance Wealth Advisors responsible for any technical or system issues that may arise from your access to these links.

Education

• Auburn University

  Finance and Financial Management Services

• Auburn University Harbert College of Business

  Finance, Finance, Economics, Accounting

  2005 — 2009