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Alpha Financial Advisors, LLC CRD 122545
$619M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11325 N Community House Rd Suite #410, Charlotte, NC 28277-0524 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-24 |
| NC | RA | APPROVED | 2019-08-01 |
Branch Locations
11325 N Community House Rd Suite #410, Charlotte, NC 28277-0524 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Financial Advisors | Charlotte | NC | 08/2017 | Present |
| Extended Travel | Harrisonburg | VA | 12/2016 | 08/2017 |
| Virginia Tech | Blacksburg | VA | 08/2012 | 12/2016 |
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