Best Investors Account Sign in
Inactive

Janice A Mcgunnigle

Alpha Financial Advisors, LLC

Charlotte, NC

Claim This Profile
Current Employers
Alpha Financial Advisors, Llc

11325 N Community House Rd Suite #410, Charlotte, NC 28277-0524 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-24
NC RA APPROVED 2019-06-20
  • TX RA
    APPROVED
    Since 2024-12-24
  • NC RA
    APPROVED
    Since 2019-06-20

Branch Locations

11325 N Community House Rd Suite #410, Charlotte, NC 28277-0524 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matrix Wealth Advisors, Inc. Charlotte NC 07/2008 06/2018
Modera Wealth Management, Llc Charlotte NC 07/2018 04/2019
Alpha Financial Advisors Charlotte NC 05/2019 Present
  • 07/2008 → 06/2018
    Matrix Wealth Advisors, Inc.
    Charlotte, NC
  • 07/2018 → 04/2019
    Modera Wealth Management, Llc
    Charlotte, NC
  • 05/2019 → Present
    Alpha Financial Advisors
    Charlotte, NC
Previous Registrations
Designations

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor