William Carambelas, financial advisor Glen Arm MD

William Carambelas

CRD Number: 5644917
Current Firm: Alpha Omega Financial, Inc.

William Carambelas (CRD# 5644917) is an Investment Advisor Representative working at Alpha Omega Financial, Inc. in Glen Arm, MD and has over 15 years of experience in the finance industry. William Carambelas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Alpha Omega Financial, Inc. Glen Arm, MD Feb 2021 - Current 3
Alpha Omega Financial, LLC Glen Arm, MD Mar 2011 - Dec 2021 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for William Carambelas
Phone Number: 410-592-8936
Registered State(s):
  • FL
  • MD
  • TX
Current Firm Details
Alpha Omega Financial, Inc.
Firm's CRD Number: 314289
By the Numbers
  • Total Assets Under Management
    139
    MILLIONS
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $459,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MD, NC, NY, PA, TX, VA

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