Erin Serrate, Ctfa, Cisp

Erin Serrate, Ctfa, Cisp Email and Phone Number

Founder and Senior Wealth Strategist @ Asio Capital
Lexington, KY, US
Erin Serrate, Ctfa, Cisp's Location
Lexington, Kentucky, United States, United States
Erin Serrate, Ctfa, Cisp's Contact Details

Erin Serrate, Ctfa, Cisp personal email

About Erin Serrate, Ctfa, Cisp

Erin Serrate, Ctfa, Cisp is a Founder and Senior Wealth Strategist at Asio Capital.

Erin Serrate, Ctfa, Cisp's Current Company Details
Asio Capital

Asio Capital

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Founder and Senior Wealth Strategist
Lexington, KY, US
Website:
asiocapital.com
Employees:
6
Erin Serrate, Ctfa, Cisp Work Experience Details
  • Asio Capital
    Founder And Senior Wealth Strategist
    Asio Capital
    Lexington, Ky, Us
    View
  • Asio Capital
    Founder/Senior Wealth Strategist
    Asio Capital Sep 2018 - Present
    Lexington, Kentucky
    Investment Management
  • Community Trust And Investment Company
    Vice President/Relationship Officer
    Community Trust And Investment Company Apr 2012 - Sep 2018
    Lexington, Kentucky Area
  • Bb&T Wealth
    Private Advisor
    Bb&T Wealth Nov 2009 - May 2012
    View
  • Bb&T Investment Services
    Investment Counselor
    Bb&T Investment Services Jan 2007 - Nov 2009
  • Us Bancorp
    Financial Consultant
    Us Bancorp Jul 2005 - Jan 2007
  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. May 2004 - Jul 2005
    View

Erin Serrate, Ctfa, Cisp Education Details

Frequently Asked Questions about Erin Serrate, Ctfa, Cisp

What company does Erin Serrate, Ctfa, Cisp work for?

Erin Serrate, Ctfa, Cisp works for Asio Capital

What is Erin Serrate, Ctfa, Cisp's role at the current company?

Erin Serrate, Ctfa, Cisp's current role is Founder and Senior Wealth Strategist.

What is Erin Serrate, Ctfa, Cisp's email address?

Erin Serrate, Ctfa, Cisp's email address is he****@****hoo.com

What schools did Erin Serrate, Ctfa, Cisp attend?

Erin Serrate, Ctfa, Cisp attended Wake Forest University.

Who are Erin Serrate, Ctfa, Cisp's colleagues?

Erin Serrate, Ctfa, Cisp's colleagues are Bryce Goldbach, Cfa, Jason Ayers, Cfp®, Cisp.

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