Martha Spivey is a registered investment advisor at Choreo Partner Alliance, LLC, based in Rockford, IL, with 1 years of industry experience. Martha operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
6 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6735 Vistagreen Way, Suite 110, Rockford, IL, 61107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Martha is a partner at the tax firm Cherry Bekaert, LLP. This activity is not investment-related.

Employment History
Current Registrations
Choreo Partner Alliance, LLC
June 2024 - Present · 1 yr 10 mos
State Registrations2 states
GAMN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.